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Cynthia Guadalupe Ramirez figueroa

Bbva Global Wealth Advisors, Inc.

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About Cynthia Guadalupe Ramirez figueroa

Cynthia Guadalupe Ramirez figueroa is a registered Investment Advisor Representative at Bbva Global Wealth Advisors, Inc. She has been in the industry since June 2018 and has experience at Citibank, Citibanamex, and Citigroup Global Markets Inc. Cynthia holds the Series 31, SIE, and Series 7 exams and is registered in Florida. Cynthia specializes in portfolio management for individuals and businesses.

Firm Information

Cynthia Ramirez figueroa is currently registered with Bbva Global Wealth Advisors, Inc.. BBVA Global Wealth Advisors, Inc. is an investment advisor registered with the SEC. Headquartered in Miami, FL, they manage approximately $399 million in assets for 230 clients. Their focus is on portfolio management for individuals and businesses. The firm's services include portfolio management, financial planning, and other advisory services. They provide services to high-net-worth individuals, corporations, other businesses, and foreign trusts.
Bbva Global Wealth Advisors, Inc.

501 BRICKELL KEY DRIVE

MIAMI, FL 33131

$399.00M

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cynthia Ramirez figueroa’s Registration & Firm History

FL

07/18/2024 - Present

Bbva Global Wealth Advisors, Inc. (MIAMI FL)

FL

06/12/2018 - 07/08/2024

CITI PRIVATE ALTERNATIVES, LLC (Miami FL)

FL

06/12/2018 - 07/08/2024

CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)

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Licenses & Designations

BOTH

Issued 10/10/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/13/2020

Series 31 - Futures Managed Funds Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cynthia Guadalupe Ramirez figueroa.
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