Invested Better
Unclaimed

Unclaimed

Unclaimed

Rafael Carrillo

Weild & Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Rafael? Claim Your Profile

About Rafael Carrillo

Rafael Carrillo is a financial advisor with over 20 years of experience in the industry. He is currently registered with Weild & Co., where he has been employed since May 2021. Prior to joining Weild & Co., Rafael worked at Barclays Capital Inc. and Citigroup Global Markets Inc. Rafael is a Series 7, 63, SIE, 79, and 82 licensed advisor. Rafael is currently registered in Minnesota, New Jersey, and New York.

Firm Information

Rafael Carrillo is currently registered with Weild & Co.. Weild & Co. is a Limited Liability Company formed on October 22, 2007. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, with one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

50

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Rafael Carrillo’s Registration & Firm History

NY

05/13/2021 - Present

Weild & Co. (NEW YORK NY)

NY

11/10/2011 - 09/05/2019

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

11/30/1998 - 07/29/2011

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

Not sure if Rafael Carrillo is right for you?

Licenses & Designations

BC

Issued 10/28/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rafael Carrillo.
Not sure if Rafael Carrillo is right for you?