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DB

Daniel Beccarvarela

LATIN SECURITIES
Miami, FL 33131
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CRD#: 1244159
DB

Professional summary


Daniel Beccarvarela, who also goes by Varela Daniel Beccar, Daniel Beccarvvarela, is a registered financial professional currently at LATIN SECURITIES INC. located in Miami, Florida.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 1984. Daniel has worked at 5 firms and has passed the SIE, Series 15 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Varela Daniel Beccar | Daniel Beccarvvarela

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Daniel Beccarvarela's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 14, 2024 - Present

LATIN SECURITIES INC.

Office #1: 100 Se 2nd Street, Suite #3975, Miami, FL 33131
RIA
BD
CRD#: 164117
Miami, FL
Past

July 31, 2017 - July 8, 2022

INSIGNEO SECURITIES, LLC

BD
CRD#: 29249
MONTEVIDEO,
Past

October 18, 2012 - July 31, 2017

NORTHEAST SECURITIES, LLC

BD
CRD#: 25996
MONTEVIDEO,
Past

April 28, 2010 - November 1, 2010

NORTHEAST SECURITIES, LLC

BD
CRD#: 25996
MITCHELFIELD, NY
Past

July 1, 2003 - April 23, 2010

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MONTEVIDEO,
Past

June 30, 1984 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(6/14/2024)

Exams


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 15
Date: 5/12/1984
Foreign Currency Options Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


LS
LATIN SECURITIES INC.
KOVACK INTERNATIONAL SECURITIES INC | LATIN SECURITIES, INC. | LATIN SECURITIES INC. | LATIN SECURITIES INC | KOVACK INTERNATIONAL WEALTH MANAGEMENT, INC.

CRD#: 164117 / SEC#: , 8-69086

Delaware
Registered Investment Advisory firm - SEC (11/28/2023 Approved)
Florida
Registered Investment Advisory firm - SEC (6/29/2023 Approved)
Wyoming
Registered Investment Advisory firm - SEC (10/30/2023 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
100 Se 2nd Street, Suite #3975, Miami, FL 33131
Mailing Address
100 Se 2nd Street, Suite #3975, Miami, FL 33131
Phone number
(786) 579-0234
Established
Florida since 01/02/2012
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
6

FINRA licenses (14 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
LATIN SECURITIES HOLDINGS, LLCSHAREHOLDER
DAGLIO, ALINA ANASTASIACCO7470112
PINILLA, JUAN ANDRESCEO734534
RAMIREZ, SEBASTIANCIO6181852
VELASQUEZ ELNESER, FARID ANDRESFINOP4865394
VICTORICA GARCIA, PATRICIACOO2788122

Regulatory assets under management


Total Number of Accounts16
AUM (Assets Under Management)$ 25,162,061

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LATIN SECURITIES INC.

CRD#: 164117Miami, FL 33131

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