Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sugeidy? Claim Your ProfileSugeidy Mederos is a registered investment advisor representative with Bolton Securities Corp. Sugeidy has been in the securities industry since July 20, 2006, and has experience with Bolton Securities Corporation, RBC Capital Markets, LLC, UBS International Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sugeidy is licensed to provide investment advisory services in Florida and holds the Series 3, 7 and 66 licenses. Sugeidy also holds the SIE exam certification. Sugeidy specializes in working with high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. Bolton Securities Corp. has over 170 employees and manages over $5 billion in assets.
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
12/04/2013 - Present
Bolton Securities Corp. (BOLTON MA)
FL
09/18/2013 - 05/12/2017
BOLTON SECURITIES CORPORATION (MIAMI FL)
FL
03/27/2009 - 10/02/2013
RBC CAPITAL MARKETS, LLC (MIAMI FL)
FL
01/05/2007 - 04/15/2009
UBS INTERNATIONAL INC. (CORAL GABLES FL)
FL
07/03/2006 - 12/18/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
BOTH
Issued 01/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2010
Series 3 - National Commodity Futures Examination
BC
Issued 07/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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