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Jose Ignacio Rivas morales

Bulltick Wealth Management, LLC

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About Jose Ignacio Rivas morales

Jose Ignacio Rivas morales is a registered investment advisor with Bulltick Wealth Management, LLC. Jose Ignacio Rivas morales has been working in the financial industry for over 9 years and holds the Series 7TO and SIE licenses. Jose Ignacio Rivas morales specializes in high-net-worth individuals, pooled investment vehicles, and corporations or other businesses. Jose Ignacio Rivas morales is also a Chartered Financial Analyst and has been registered with the Financial Industry Regulatory Authority (FINRA) since 2022.

Firm Information

Jose Rivas morales 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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Jose Rivas morales’s Registration & Firm History

NA

02/02/2024 - Present

Bulltick Wealth Management, LLC (Mecixo City )

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Licenses & Designations

BC

Issued 12/30/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/30/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jose Ignacio Rivas morales.
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