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Javier Garza lozano

Bulltick Wealth Management, LLC

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About Javier Garza lozano

Javier Garza Lozano is a financial advisor at Bulltick Wealth Management, LLC. Javier is registered in Florida. Javier has been in the financial industry for over 12 years. Javier offers financial planning and investment management services to individuals, businesses, and investment companies. Javier holds Series 7, 63, and 65 licenses.

Firm Information

Javier Garza lozano is currently registered with Bulltick Wealth Management, LLC. Bulltick Wealth Management, LLC is an investment advisory firm located in Miami, Florida. They provide financial planning, investment consulting services, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. The firm manages approximately $1.6 billion in assets and has a team of 28 registered representatives.
Bulltick Wealth Management, LLC

333 SE 2ND AVE

MIAMI, FL 33131

$1.60B

Assets Under Management

42

Total Clients

13

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your 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.

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investment consulting services

Investment consulting 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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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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Javier Garza lozano’s Registration & Firm History

FL

07/14/2023 - Present

Bulltick Wealth Management, LLC (MIAMI FL)

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Licenses & Designations

BC

Issued 08/02/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/25/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/23/2024

Series 7TO - General Securities Representative Examination

BC

Issued 07/06/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Javier Garza lozano.
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