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Ignacio Antonio Perezanta ordonez

Bbva Global Wealth Advisors, Inc.

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About Ignacio Antonio Perezanta ordonez

Ignacio Perezanta ordonez is an investment advisor representative with Bbva Global Wealth Advisors, Inc. Ignacio has been in the securities industry since 2007. Ignacio is registered with FINRA and the states of Florida and Texas. Ignacio specializes in portfolio management for businesses and individuals.

Firm Information

Ignacio Perezanta ordonez 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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Ignacio Perezanta ordonez’s Registration & Firm History

FL

05/20/2024 - Present

Bbva Global Wealth Advisors, Inc. (MIAMI FL)

TX

09/17/2021 - 11/30/2023

PNC INVESTMENTS (San Antonio TX)

TX

05/16/2013 - 09/17/2021

BBVA SECURITIES INC. (San Antonio TX)

TX

06/30/2009 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (SAN ANTONIO TX)

TX

02/16/2007 - 07/01/2009

BBVA INVESTMENTS INC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 05/25/2011

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/09/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Ignacio Antonio Perezanta ordonez. Review regulatory record here.
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