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Sofia Maria Giunchetti

Epic Capital Securities

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About Sofia Maria Giunchetti

Sofia Maria Giunchetti is a financial professional with experience in the securities industry. Sofia has been a registered representative since 2014 and holds the Series 7 and SIE licenses. Sofia is currently employed by Epic Capital Securities and previously worked at Insigneo Securities, LLC and Northeast Securities, Inc. Sofia's experience and qualifications make her a valuable resource for clients seeking financial guidance.

Firm Information

Sofia Giunchetti is currently registered with Epic Capital Securities. Epic Capital Securities is a Corporation registered with the SEC and in 18 states. The firm was formed on November 29, 2012. They have reported 1 regulatory event.

Not reported

Assets Under Management

Not reported

Total Clients

26

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.

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Sofia Giunchetti’s Registration & Firm History

FL

06/12/2018 - Present

Epic Capital Securities (BOCA RATON FL)

NA

07/31/2017 - 06/04/2018

INSIGNEO SECURITIES, LLC (MONTEVIDEO )

NA

05/14/2014 - 07/31/2017

NORTHEAST SECURITIES, INC. (MONTEVIDEO )

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sofia Maria Giunchetti.
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