Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rafael? Claim Your ProfileRafael Sotillo aponte is a registered investment advisor representative with Bolton Securities Corp. and has been in the industry since April 20, 2008. Rafael is registered with the state of Florida and has been active since April 29, 2021. Rafael has been with Bolton Securities Corp. since April 29, 2021, after working with Wells Fargo Clearing Services, LLC and Mercantil Investment Services, Inc. Previously, Rafael was also employed at StateTrust Investments Inc. and Citigroup Global Markets Inc. Rafael holds Series 66, Series 7 and SIE licenses.
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
MA
04/29/2021 - Present
Bolton Securities Corp. (BOLTON MA)
FL
06/22/2017 - 04/22/2021
WELLS FARGO CLEARING SERVICES, LLC (WESTON FL)
FL
12/22/2011 - 07/10/2017
MERCANTIL INVESTMENT SERVICES, INC. (CORAL GABLES FL)
FL
07/26/2010 - 01/10/2011
STATETRUST INVESTMENTS INC. (BOCA RATON FL)
FL
03/18/2010 - 04/20/2010
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
PR
12/11/2006 - 01/20/2010
CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JUAN PR)
BOTH
Issued 04/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Rafael Sotillo aponte is the right advisor for you? Invested Better is here to help.
