Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aline? Claim Your ProfileAline Bertoli is a financial advisor with Safra Securities LLC in Aventura, Florida. Aline has been in the industry since December 15, 2020. Aline holds the Series 7, Series 63, and SIE licenses. Aline is registered to conduct business in Delaware, Florida, Massachusetts, New York, and Washington. Previously, Aline was with Citigroup Global Markets Inc. in Miami, Florida.
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.
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2
FL
08/02/2023 - Present
Safra Securities LLC (AVENTURA FL)
FL
12/11/2020 - 07/27/2023
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
BC
Issued 08/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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