Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felix? Claim Your ProfileFelix Daniel Bosque is a registered investment advisor representative with Bolton Securities Corp. Felix has been in the securities industry since 2001 and has a broad range of experience in both brokerage and advisory services. Felix is also registered with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative (Series 7) and has a Securities Industry Essentials (SIE) designation. He is also a registered investment advisor representative in Florida, New York, and Texas. Felix holds a Series 63 and Series 65 license. Felix has experience working with a variety of clients, including individuals, businesses, and charitable organizations. His current firm has assets under management of $1 billion - $10 billion. Felix's previous employers include Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Leumi Investment Services Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
07/14/2021 - Present
Bolton Securities Corp. (Weston FL)
FL
05/10/2010 - 07/06/2021
WELLS FARGO CLEARING SERVICES, LLC (WESTON FL)
FL
11/05/2002 - 05/18/2010
LEUMI INVESTMENT SERVICES INC. (AVENTURA FL)
NY
04/05/2001 - 10/08/2002
CBNY INVESTMENT SERVICES CORP. (NEW YORK NY)
IA
Issued 06/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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