Felix J. Vera
Advanced Tax Mitigation Strategies
- Role
- Regional Director at Patrick Capital Markets, Llc
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Felix J. Vera
Alternative Wealth Management provides access to private investments and strategies…
Experience
Regional Director
Oct 2024 — Present · Charlotte, NC, US
Skills
- Alternative Investments
- Asset Management
- Wealth Management
- Securities
- Capital Markets
- Series 7
- Financial Modeling
- Series 63
- Trading Systems
- Portfolio Management
- Equities
- Financial Services
- Mutual Funds
- Fixed Income
- Investments
- Management
- Financial Analysis
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