CM
Carlos Morales
Wealth Management at Vectorglobal Wmg
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Work Experience
Wealth Management
Apr 2017 - Present · 7 years and 8 months
Investment Advisor
Mar 2014 - Apr 2017 · 3 years and 1 months
Client Relationship Manager
Nov 2012 - Nov 2013 · 1 years
Company Details
51-200 Employees
VectorGlobal WMG (Wealth Management Group) is a Broker-Dealer registered with the Securities and Exchange Commission (SEC), member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). We are part of Vector Financial Group, an organization with more than 500 employees servicing 15,000 clients in North, Central and South America. As a group we advice and manage assets equivalent to US $5 billion. With offices in Miami, New York and Houston, our goal is to provide personalized investment management services to clients that are looking for objective and impartial advice. Our commitment is to work in building our client’s financial projects, and to offer practical solutions to their financial needs, all of this with an open architecture model and the support of well known international custodian firms.
Year Founded
1993
Social Media
LinkedinFacebook
Industry
Investment Banking, Other Investment Pools and Funds, Finance and Insurance
HQ Location
1001 Brickell Bay Drive Suite 1900 Miami, FL 33131, US
Keywords
wealth managementwealth management operationwealth management solutionsstrategy and analysisclients brokerage servicesmanagement institutional clientswealth administrationlatin american clientsclients brokerage
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Contact Details
  • Email AddressC**@vectorglobalwmg.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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