Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Llopis Lee is a financial advisor with Avenue Securities LLC. Roberto holds the Series 7, Series 24 and Series 99TO licenses. Roberto is registered with FINRA and is licensed to conduct business in Florida. Roberto has been in the financial services industry since November 7, 2018.
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
FL
11/08/2018 - Present
Avenue Securities LLC (MIAMI FL)
BC
Issued 10/23/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 08/29/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/29/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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