Karen Mercedes Quijano morales
Investment adviser representative at Bbva Global Wealth Advisors, Inc.
13 yearsExperience
1 stateRegistered in
$1.4BFirm assets
2 yearsFirm in business
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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
13 years in the industry.
- Bbva Global Wealth Advisors, Inc.Oct 2023 to now
- Itau International SecuritiesOct 2021 to Oct 2023
- Banco Itau InternationalJul 2021 to Oct 2023
- UnemployedOct 2019 to Jun 2021
- Inlt Fcstone LimitedAug 2017 to Oct 2019
- Intl Fcstone Securities IncFeb 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Bbva Global Wealth Advisors, Inc.
$1.4BAssets managed
792Clients
51Advisers
2 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
- 6009636
- Firm CRD
- 327326