Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clotilde? Claim Your ProfileClotilde Levi is a registered representative with BCI Securities, Inc. and has been in the securities industry since 2001. Clotilde has a wide range of experience in the financial industry including previous roles at MML Investors Services, LLC, Insigneo Securities, LLC, CGIS Securities LLC and Morgan Keegan & Company, Inc. Clotilde is also the owner and broker/owner of a number of real estate companies. Clotilde is a licensed securities professional in multiple states including California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Puerto Rico, South Dakota, Texas, and Wyoming. Clotilde specializes in providing investment advice to high-net-worth individuals, corporations and other businesses.
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
01/28/2022 - Present
BCI Securities, Inc. (Coral Gables FL)
FL
11/26/2019 - 01/10/2022
MML INVESTORS SERVICES, LLC (Miami FL)
FL
01/26/2018 - 10/02/2019
INSIGNEO SECURITIES, LLC (MIAMI FL)
FL
03/08/2012 - 01/22/2018
CGIS SECURITIES LLC (MIAMI FL)
FL
03/29/2011 - 03/06/2012
MORGAN KEEGAN & COMPANY, INC. (AVENTURA FL)
FL
01/28/2011 - 03/31/2011
GLOBAL INVESTOR SERVICES, L.C. (MIAMI FL)
FL
03/06/2009 - 04/29/2010
BANIF SECURITIES INC (MIAMI FL)
FL
11/17/2006 - 03/28/2008
VFINANCE INVESTMENTS, INC (MIAMI FL)
FL
02/28/2003 - 11/17/2004
DRESDNER LATEINAMERIKA FINANCIAL ADVISORS LLC (MIAMI FL)
NY
03/02/2001 - 02/21/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
02/06/1995 - 03/28/1995
GKN SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 05/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/27/2015
Series 4 - Registered Options Principal Examination
BC
Issued 08/05/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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