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Meritxell Pons-torres

Creand Management

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About Meritxell Pons-torres

Meritxell Pons-torres is a registered investment advisor representative for Creand Management, a firm with offices in Miami, FL. Meritxell has been working in the financial industry since 2014. Meritxell has passed several exams, including Series 3, SIE, 87, and 7. Meritxell is currently registered with Florida as an investment advisor representative and also holds licenses in other states, including New Jersey, New York, Puerto Rico and Texas. Meritxell has experience in a variety of investment strategies, including portfolio management for individuals and businesses.

Firm Information

Meritxell Pons-torres is currently registered with Creand Management. Creand Management is an investment advisor based in Miami, FL. The firm has 22 registered representatives and manages $508,302,111 in assets. They offer financial planning and portfolio management services to high-net-worth individuals and banking or thrift institutions.
Creand Management

777 BRICKELL AVENUE

MIAMI, FL 33131

$508.30M

Assets Under Management

Not reported

Total Clients

11

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.

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general economic advice

General economic advice

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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other

12b-1 fees

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Meritxell Pons-torres’s Registration & Firm History

FL

07/09/2015 - Present

Creand Management (MIAMI FL)

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Licenses & Designations

BOTH

Issued 06/22/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/25/2019

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2015

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 08/20/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Meritxell Pons-torres.
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