Unclaimed
Patricia Sevilla Alameda is a registered representative of Bulltick Wealth Management, LLC. Patricia is a securities professional with several years of experience in the financial industry. Patricia's background includes positions at Intercam Securities, Inc. and Wagging Doggy Tails. Patricia is a licensed representative of the firm and has a series 7, series 66, and SIE license. Bulltick Wealth Management, LLC is an investment advisor that offers portfolio management services for businesses, individuals, and pooled investment vehicles. The firm also provides financial planning and selection of other advisors.
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.
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.
Investment consulting services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
10/21/2024 - Present
Bulltick Wealth Management, LLC (MIAMI FL)
FL
04/04/2022 - 05/04/2022
INTERCAM SECURITIES, INC. (MIAMI FL)
BOTH
Issued 08/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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