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CR

Carlos A. Rivera

VECTORGLOBAL WMG
Basking Ridge, NJ
Some features on this profile are disabled
CRD#: 2552385
CR

Professional summary


Carlos Alberto Rivera, who also goes by Carlos Rivera, Chuck Rivera, is a registered financial professional currently at VECTORGLOBAL WMG located in Basking Ridge, New Jersey.

Carlos is registered as a RR (Registered Representative) and started their career in finance in 1996. Carlos has worked at 5 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Carlos Rivera | Chuck Rivera

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 Carlos Alberto Rivera'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

April 1, 2009 - Present

VECTORGLOBAL WMG

BD
CRD#: 32396
Basking Ridge, NJ
Past

July 1, 2008 - April 27, 2009

PALI CAPITAL, INC.

BD
CRD#: 117783
NEW YORK, NY
Past

January 5, 2006 - July 7, 2008

ING PRIVATE WEALTH MANAGEMENT LLC

BD
CRD#: 136080
NEW YORK, NY
Past

December 2, 2004 - January 30, 2006

ING FINANCIAL MARKETS LLC

BD
CRD#: 28872
NEW YORK, NY
Past

September 19, 1996 - November 17, 2004

BANORTE SECURITIES INTERNATIONAL, LTD.

BD
CRD#: 30648
HOUSTON, TX

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
(4/1/2009)
RR
New Jersey
(4/1/2009)
RR
New York
(4/1/2009)

Exams


State Security Law Exam
RR
Series 63
Date: 11/15/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


VW
VECTORGLOBAL WMG
VECTORGLOBAL WMG | VECTORMEX INCORPORATED | VECTORGLOBAL WMG, INC.

CRD#: 32396 / SEC#: , 8-45715

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
1001 Brickell Bay Drive Suite 1900, Miami, FL 33131
Mailing Address
1001 Brickell Bay Drive Suite 1900, Miami, FL 33131
Phone number
(305) 350-3350
Established
Delaware since 01/14/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (22 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#
VECTORMEX INTERNATIONAL, INC.SOLE SHAREHOLDER
GADALA-MARIA, CARLOS ENRIQUEPRESIDENT, CEO, DIRECTOR, GSP4437613
SALGUERO, JUAN MANUELCCO2855462

Disclosures


Regulatory Event3

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


VECTORGLOBAL WMG

CRD#: 32396Basking Ridge, NJ

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