Francisco Xavier Maza
Investment adviser representative at Alterna Wealth Management, Inc.
15 yearsExperience
2 statesRegistered in
CFADesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Actinver Securities, Inc.May 2014 to now
- Actinver Wealth Management, Inc.May 2014 to now
- Actinver Insurance Services, Inc.Feb 2011 to now
- Alterna Wealth Management, Inc.Apr 2008 to now
- Actinver Holdings, Inc.May 2004 to now
- Wealth Services, Inc.Sep 2015 to Aug 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Alterna Wealth Management, Inc.
$1.4BAssets managed
1,316Clients
29Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2786574
- Firm CRD
- 146153