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Joaquin Sanchez hernandez

Bbva Global Wealth Advisors, Inc.

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About Joaquin Sanchez hernandez

Joaquin Sanchez hernandez is a financial advisor at Bbva Global Wealth Advisors, Inc., a firm based in Miami, Florida. Joaquin has been in the industry since 1996 and has a diverse background with experience at several firms including BBVA Securities Inc., PNC Investments, and Compass Bank. Joaquin holds a Series 7, Series 24, and Series 63 license, as well as the SIE, Series 55, and Series 87 exams. Joaquin is also a Chartered Financial Analyst (CFA).

Firm Information

Joaquin Sanchez hernandez 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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Joaquin Sanchez hernandez’s Registration & Firm History

FL

04/30/2024 - Present

Bbva Global Wealth Advisors, Inc. (MIAMI FL)

TX

09/17/2021 - 11/30/2023

PNC INVESTMENTS (HOUSTON TX)

TX

05/16/2013 - 09/17/2021

BBVA SECURITIES INC. (HOUSTON TX)

TX

05/20/2010 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)

TX

06/30/2009 - 05/18/2010

BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)

TX

07/02/1996 - 07/01/2009

BBVA INVESTMENTS INC. (HOUSTON TX)

NA

02/29/1996 - 04/16/1996

VECTORMEX INCORPORATED

FL

02/28/1996 - 04/16/1996

VECTORMEX INCORPORATED (MIAMI FL)

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Licenses & Designations

BC

Issued 03/08/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/09/1998

Series 4 - Registered Options Principal Examination

BC

Issued 10/02/1996

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/24/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 12/20/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 02/28/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joaquin Sanchez hernandez.
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