Unclaimed
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).
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.
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.
A percentage of the total value of assets under management is charged.
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2
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)
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
Active
Inactive
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