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Katy V Guerrero carpio

Invex, LLC

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About Katy V Guerrero carpio

Katy Guerrero carpio is a financial professional with Invex, LLC. Katy holds the Series 99TO and SIE licenses. Katy has been in the financial industry since 2022 and is registered in Florida.

Firm Information

Katy Guerrero carpio is currently registered with Invex, LLC. Invex, LLC is a Limited Liability Company formed on May 24, 2017. The firm is registered in California, Colorado, Connecticut, Florida, Massachusetts, New York, North Carolina, and Texas. Invex, LLC has 1 approved SEC registration and 8 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

19

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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Katy Guerrero carpio’s Registration & Firm History

FL

04/20/2022 - Present

Invex, LLC (CORAL GABLES FL)

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Licenses & Designations

BC

Issued 04/19/2022

Series 99TO - Operations Professional Examination

BC

Issued 10/30/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katy V Guerrero carpio.
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