Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adolfo? Claim Your ProfileAdolfo Bullrich is a financial advisor at Epic Capital Securities. Adolfo has been in the financial services industry since 1992 and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Florida. Adolfo has a Series 7, Series 63, and SIE license. Adolfo has worked at several financial institutions, including Wells Fargo Clearing Services, LLC, Morgan Stanley, Lehman Brothers Inc., Oppenheimer & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bache Halsey Stuart Shields Incorporated.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
FL
05/04/2021 - Present
Epic Capital Securities (BOCA RATON FL)
FL
01/26/2017 - 05/10/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
05/07/2012 - 07/30/2016
MORGAN STANLEY (MIAMI FL)
NY
07/18/1996 - 04/12/2005
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/02/1993 - 07/24/1996
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
05/15/1986 - 04/20/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
06/22/1981 - 08/17/1982
BACHE HALSEY STUART SHIELDS INCORPORATED
BC
Issued 06/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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