Preve Inversiones
SEC RegisteredProtección Patrimonial
About the firm
Preve Inversiones es una firma de asesoramiento en inversiones financieras registrada y supervisada por Banco Central de Uruguay (BCU). Comenzó su actividad en marzo 2022, luego de larga experiencia en banca privada de su equipo. Su misión es proporcionar servicios de asesoramiento en inversiones financieras y protección patrimonial a clientes en Latino América, cumpliendo los mayores estándares éticos y de calidad.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asesoramiento en inversiones financieras, protección patrimonial, diversificación de activos, acceso a inversiones globales, acuerdos directos con bancos custodios en EEUU, acceso a las principales gestoras de patrimonio del mundo, análisis e ideas de inversión a través de informes semanales y zooms mensuales.
Who they serve
Clientes en Latino América
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Preve Inversiones has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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