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Gerardo Reyes retana higuera

Invex, LLC

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About Gerardo Reyes retana higuera

Gerardo Reyes retana higuera is an active, registered investment advisor with over 28 years of experience in the financial services industry. Gerardo is a principal at Invex, LLC, a firm with offices in Miami and Coral Gables, Florida. Gerardo is registered in 7 states and holds Series 3, 7, 24, 27, 63, SIE and 99TO licenses.

Firm Information

Gerardo Reyes retana higuera is currently registered with Invex, LLC. Invex, LLC is a Limited Liability Company formed on May 24, 2017. The firm is registered in California, Colorado, Connecticut, Florida, Massachusetts, New York, North Carolina, and Texas. Invex, LLC has 1 approved SEC registration and 8 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

19

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.

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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Gerardo Reyes retana higuera’s Registration & Firm History

FL

08/25/1994 - Present

Invex, LLC (MIAMI FL)

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Licenses & Designations

BC

Issued 07/11/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/1998

Series 24 - General Securities Principal Examination

BC

Issued 06/21/1994

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1996

Series 3 - National Commodity Futures Examination

BC

Issued 06/22/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gerardo Reyes retana higuera. Review regulatory record here.
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