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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matteo? Claim Your ProfileMatteo Hernandez-sada is a financial advisor at Bbva Global Wealth Advisors, Inc. Matteo has been in the financial services industry for over 16 years. Matteo is registered with the state of Texas and Florida. Matteo has a Series 6, 7, 9, 10, 63, and 66 securities licenses. Matteo's firm is headquartered in Miami, Florida and offers portfolio management services for individuals and businesses. Matteo is experienced in providing financial advice to high-net-worth individuals, corporations and foreign trusts.
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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FL
08/19/2024 - Present
Bbva Global Wealth Advisors, Inc. (MIAMI FL)
TX
05/10/2023 - 11/07/2023
ALTERNA SECURITIES, INC. (HOUSTON TX)
TX
10/25/2018 - 01/20/2023
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
TX
08/19/2015 - 09/28/2018
BBVA SECURITIES INC. (HOUSTON TX)
AZ
01/06/2015 - 07/27/2015
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
TX
11/06/2014 - 12/08/2014
ALLSTATE FINANCIAL SERVICES, LLC (MANCHACA TX)
AZ
09/29/2011 - 06/04/2014
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
09/24/2010 - 04/15/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
02/13/2007 - 04/05/2010
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 10/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/18/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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