Unclaimed
Rafael Lacayo is a financial advisor with Brex Treasury LLC, located in SALT LAKE CITY, UT. Rafael has been in the financial services industry since 2018. Rafael holds the Series 63, 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.
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.
1
2
UT
03/21/2022 - Present
Brex Treasury LLC (SALT LAKE CITY UT)
FL
08/14/2018 - 02/18/2022
J.P. MORGAN SECURITIES LLC (Miami FL)
BC
Issued 09/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Rafael Lacayo is the right advisor for you? Invested Better is here to help.