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Mauricio Grajales tarin

Finamex Asset Management, LLC

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About Mauricio Grajales tarin

Mauricio Grajales tarin is a Registered Representative and Investment Advisor Representative with Finamex Asset Management, LLC based in Houston, TX. Mauricio has been in the securities industry since April 2020, working previously with Finamex International, LLC and Casa de Bolsa Finamex S.A.B. de C.V.. Mauricio holds the Series 66, Series 7TO and Series 24 licenses as well as the SIE exam, and holds specializations in securities, investment advisory services, and portfolio management. Mauricio provides financial planning and portfolio management services for individuals and businesses.

Firm Information

Mauricio Grajales tarin is currently registered with Finamex Asset Management, LLC. Finamex Asset Management, LLC is an investment advisor registered with the SEC. The firm has 3 registered representatives and 2 investment adviser representatives and manages approximately $70.94 million in assets. The firm offers financial planning, portfolio management for individuals, and portfolio management for businesses. Finamex Asset Management, LLC primarily serves individuals other than high-net-worth individuals and corporations or other businesses.

$70.94M

Assets Under Management

Not reported

Total Clients

4

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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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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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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Mauricio Grajales tarin’s Registration & Firm History

TX

07/29/2020 - Present

Finamex Asset Management, LLC (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 02/20/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/27/2023

Series 24 - General Securities Principal Examination

BC

Issued 12/17/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mauricio Grajales tarin.
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