Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Martin-donadio is a financial professional with over 25 years of experience in the financial services industry. Carlos has a strong background in investment management and is committed to providing clients with personalized financial advice and investment strategies. He is currently a registered representative with BCI Securities, Inc., and has previously held positions at Bradesco BAC Florida Investment Corp., Citigroup Global Markets Inc., Putnam Retail Management Limited Partnership, Citizens Financial Services Inc., Bisys Brokerage Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Carlos holds the Series 7, Series 24, Series 63, and Series 65 licenses. He is a dedicated professional who is committed to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
02/10/2023 - Present
BCI Securities, Inc. (MIAMI FL)
FL
10/17/2018 - 06/03/2021
BRADESCO BAC FLORIDA INVESTMENT CORP. (CORAL GABLES FL)
NY
01/25/2005 - 05/24/2018
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MA
07/20/2000 - 11/22/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
RI
07/22/1999 - 02/22/2000
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
MN
07/17/1997 - 07/28/1999
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
NY
01/18/1995 - 05/13/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2022
Series 24 - General Securities Principal Examination
BC
Issued 11/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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