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MV

Mckinzie Valverdy

Some features on this profile are disabled
CRD#: 6053768
MV

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mckinzie Valverdy was a registered financial professional .

Mckinzie is a previously registered financial professional and started their career in finance in 2012. Mckinzie had worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Financial Advisor at Puente Asesoramiento de Inversiones LLC; Investment Related; Affiliated Investment Adviser of Puente Servicios Financieros LLC; Start Date: 08/2024; Address: 801 Brickell Avenue, Suite 2010, Miami, FL 33131

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

January 29, 2025 - April 21, 2025

PUENTE ASESORAMIENTO DE INVERSIONES, LLC

RIA
CRD#: 311609
MIAMI, FL
Past

September 4, 2024 - April 21, 2025

PUENTE SERVICIOS FINANCIEROS LLC

BD
CRD#: 304587
MIAMI, FL
Past

March 18, 2022 - July 23, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
FORT LAUDERDALE, FL
Past

March 17, 2022 - July 23, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
FORT LAUDERDALE, FL
Past

September 24, 2021 - November 29, 2021

ABACUS CAPITAL ADVISORS

RIA
CRD#: 309295
FORT LAUDERDALE, FL
Past

December 13, 2018 - June 9, 2021

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
MIAMI, FL
Past

October 8, 2018 - June 9, 2021

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
MIAMI, FL
Past

April 12, 2017 - July 30, 2018

INSIGNEO INTERNATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 17053
MIAMI, FL
Past

July 22, 2016 - March 22, 2017

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
MIAMI GARDENS, FL
Past

June 27, 2016 - March 22, 2017

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
MIAMI GARDENS, FL
Past

March 14, 2013 - September 25, 2014

MORGAN STANLEY

RIA
CRD#: 149777
MIAMI, FL
Past

January 16, 2013 - September 25, 2014

MORGAN STANLEY

BD
CRD#: 149777
MIAMI, FL
Past

September 18, 2012 - October 18, 2012

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
MIAMI, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 3/12/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/13/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/30/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/2012
General Securities Representative Examination

Current Firm

PA
PUENTE ASESORAMIENTO DE INVERSIONES, LLC
PUENTE ASESORAMIENTO DE INVERSIONES, LLC

CRD#: 311609 / SEC#: 801-120169

RIA
Registered Investment Advisory firm - (7/13/2023 Terminated)
Florida
Registered Investment Advisory firm - (7/12/2023 Approved)
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Contact information

Main Address
801 Brickell Avenue Suite 2010, Miami, FL 33131
Mailing Address
Phone number
(786) 589-6071
Established
Firm type
Fiscal year end
# of Employees
6

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PUENTE ASESORAMIENTO DE INVERSIONES, LLC

CRD#: 311609

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