Unclaimed
Javier Ignacio Altimari is a financial professional with over 12 years of experience in the industry. Javier is currently a Managing Partner/Investment Adviser Representative at Americana Partners, LLC DBA Americana Partners International, a firm based in Houston, Texas. Prior to joining Americana Partners, Javier was a Registered Representative at Oppenheimer & Co. Inc. and Global Financial Services, LLC. Javier is also a Certified Financial Planner and holds Series 66, Series 7, and SIE licenses. Javier specializes in providing wealth management services to individuals, corporations, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
08/23/2024 - Present
Americana Partners, LLC (HOUSTON TX)
MA
12/14/2018 - 08/30/2024
OPPENHEIMER & CO. INC. (CAMBRIDGE MA)
TX
04/11/2013 - 01/09/2019
GLOBAL FINANCIAL SERVICES, L.L.C. (HOUSTON TX)
TX
01/31/2012 - 04/08/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
BOTH
Issued 03/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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