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Karen Mercedes Quijano morales

Bbva Global Wealth Advisors, Inc.

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About Karen Mercedes Quijano morales

Karen Mercedes Quijano morales is a registered representative associated with Bbva Global Wealth Advisors, Inc.. Karen has a Series 63 and a Series 65 license and specializes in the areas of Portfolio Management for Individuals and Portfolio Management for Businesses. Karen has been in the industry for over 10 years and has worked with clients including high-net-worth individuals, corporations, and foreign trusts. Karen has a strong understanding of the financial markets and can provide tailored advice to meet the specific needs of each client.

Firm Information

Karen Quijano morales 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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Karen Quijano morales’s Registration & Firm History

FL

10/10/2024 - Present

Bbva Global Wealth Advisors, Inc. (MIAMI FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karen Mercedes Quijano morales.
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