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Felipe Marcilio

Bradesco Investments Inc.

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About Felipe Marcilio

Felipe Marcilio is a registered representative at Bradesco Investments Inc. in Coral Gables, Florida. He is a licensed General Securities Principal with Series 24, Series 7TO and SIE licenses. Felipe has been active in the financial services industry since July 9, 2021 and currently has registrations in Florida.

Firm Information

Felipe Marcilio is currently registered with Bradesco Investments Inc.. Bradesco Investments Inc. is a corporation that was formed on November 14, 1986. The firm is registered with the SEC and in 18 states.

Not reported

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Felipe Marcilio’s Registration & Firm History

FL

07/10/2021 - Present

Bradesco Investments Inc. (CORAL GABLES FL)

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Licenses & Designations

BC

Issued 11/16/2021

Series 24 - General Securities Principal Examination

BC

Issued 07/10/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/28/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Felipe Marcilio.
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