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David Salomon Cardenas

Itau International Securities Inc.

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About David Salomon Cardenas

David Salomon Cardenas is a registered investment advisor representative with Itau International Securities Inc.. David has been in the securities industry for over 10 years and holds licenses in multiple states including Florida, California, Connecticut, New York, and Texas. David has a strong background in equities, FX, mutual funds, NDFS, structured notes, and OTC options.

Firm Information

David Cardenas is currently registered with Itau International Securities Inc.. Itau International Securities Inc. is a corporation registered with the SEC and in five states. Founded in 2007, the firm provides investment advisory services for individuals, pooled investment vehicles, and businesses. They offer portfolio management services and operate a wrap fee program. Itau International Securities Inc. manages approximately $59,632,307 in regulatory assets under management for 31 clients, including 14 high-net-worth individuals and 13 corporations.

$59.63M

Assets Under Management

Not reported

Total Clients

36

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 individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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David Cardenas’s Registration & Firm History

FL

05/06/2019 - Present

Itau International Securities Inc. (MIAMI FL)

FL

06/14/2016 - 06/22/2017

XP SECURITIES, LLC (MIAMI FL)

FL

07/10/2009 - 05/31/2016

ITAU INTERNATIONAL SECURITIES INC. (MIAMI FL)

NY

11/03/2008 - 05/28/2009

UBS INTERNATIONAL INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/04/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/22/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2013

Series 3 - National Commodity Futures Examination

BC

Issued 01/24/2012

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/01/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Salomon Cardenas.
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