Finamex Asset Management, LLC

Pablo Carrillo is a financial advisor with Finamex Asset Management, LLC, holding a Series 66 designation and one year of industry experience. He has worked within the Finamex group since 2024 and also serves as the sole investment advisor and beneficiary of a family trust. Finamex Asset Management provides portfolio management and financial planning services primarily to high-net-worth individuals in Mexico, utilizing a Modern Portfolio Theory-based investment program that combines long-term asset allocation with tactical, rule-based strategies. The firm manages most assets on a non-discretionary basis and operates with close affiliation to its broker-dealer and international parent company.

Soledad Seman is a financial advisor with Finamex Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at TRB Capital Markets LLC and multiple other firms. She serves as a director of the Norfalia Carabali Foundation USA, a nonprofit focused on educational, sports, and charitable activities. Finamex Asset Management provides portfolio management and financial planning primarily to high-net-worth individuals in Mexico. The firm employs an investment approach based on Modern Portfolio Theory, combining long-term asset allocation with tactical, rule-based strategies, and manages most assets on a non-discretionary basis.

Mariana Martinez Cabral Torres is a financial advisor at Finamex Asset Management, LLC with the Series 66 designation and professional experience spanning several roles since 2014, including positions at Casa de Bolsa Banorte and Grupo Financiero Santander Mexico. She is based in Houston, TX, and has worked with Finamex International and related firms since 2024. Finamex Asset Management, LLC provides portfolio management and financial planning services primarily to high-net-worth individuals in Mexico. The firm employs an investment approach based on Modern Portfolio Theory, combining long-term asset allocation with tactical, rule-based strategies, and offers both discretionary and non-discretionary management options.

Laura Munoz Alarcon is a financial advisor at Finamex Asset Management, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Finamex International, LLC and Finamex Asset Management since 2022. Prior to that, she operated Profit By Laura for five years and was involved with Productos Lauris for nine years. Finamex Asset Management provides portfolio management and financial planning primarily to high-net-worth individuals in Mexico. The firm employs a Modern Portfolio Theory-based investment approach, combining long-term asset allocation with tactical, technically driven strategies, and manages most assets on a non-discretionary basis.

Mauricio Grajales Tarin is a financial advisor at Finamex Asset Management, LLC with five years of industry experience. He holds the Series 66 designation and has worked at Finamex Asset Management since 2020. His prior experience includes roles at Finamex International, Casa De Bolsa Finamex, and Banamex Banca Privada. Finamex Asset Management provides portfolio management and financial planning services primarily to high-net-worth individuals in Mexico, employing an investment approach based on Modern Portfolio Theory that combines long-term asset allocation with tactical, rule-based strategies. The firm manages most assets on a non-discretionary basis and maintains close affiliations with a broker-dealer and an international parent company.