Carlos Fernando Meneses is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP..
| Firm | From | To | Current |
|---|---|---|---|
| EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. | 2024-05-06 | present | Yes |
| PROVENANCE WEALTH ADVISORS, LLC | 2023-09-05 | 2024-03-14 | — |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2020-03-25 | 2023-08-25 | — |
| VALIC FINANCIAL ADVISORS, INC. | 2019-11-06 | 2020-03-13 | — |