Advisor at Fintelect AM, LLC
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Firm
Fintelect AM, LLC
Location
Miami Beach, FL
Credentials
Series 63, Series 65
Industry experience
3 years
Edward Dubinski is a financial advisor at Fintelect AM, LLC with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fintelect AM since 2022 and at Axensis, LLC since 2011. He is also a general partner of Fintelect Horizons LLC, a separate entity not offered to advisory clients of Fintelect AM. Fintelect AM, LLC provides discretionary portfolio management to individuals, high-net-worth individuals, and investment companies, using a combination of cyclical analysis, fundamental analysis, and modern portfolio theory. The firm includes non-U.S. securities in client portfolios and conducts regular reviews aligned with documented investment objectives and risk tolerances.
2.00% annually
Account minimum: $50,000
Miami Beach, FL
Florida
Fintelect AM, LLC
2022 - Present (4 years)
Axensis, LLC
2011 - Present (15 years)
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Bank
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They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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