Unclaimed
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.
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.
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.
1
2
FL
08/25/1994 - Present
Invex, LLC (MIAMI FL)
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
Active
Inactive
F
FINRA
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