Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Velia? Claim Your ProfileVelia Cardenas is a registered investment advisor representative with Frost Investment Services, a firm with over $1 billion in assets under management. Velia has been in the securities industry since December 2012. Velia's prior experience includes positions at BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. Velia holds the Series 6, SIE, and Series 63 licenses. Velia is a registered investment advisor in the state of Texas.
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.
Comprehensive financial plans to help you achieve your personal and business 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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2
TX
01/27/2022 - Present
Frost Investment Services (Houston TX)
TX
05/16/2013 - 10/20/2020
BBVA SECURITIES INC. (HOUSTON TX)
TX
12/05/2012 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)
BC
Issued 06/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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