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CR

Carlos E. Rijo

INTESA SANPAOLO IMI SECURITIES
NEW YORK, NY 10004
Some features on this profile are disabled
CRD#: 3188606
CR

Professional summary


Carlos E Rijo, who also goes by Carlos Ernesto Rijo, is a registered financial professional currently at INTESA SANPAOLO IMI SECURITIES CORP. located in New York, New York.

Carlos is registered as a RR (Registered Representative) and started their career in finance in 2006. Carlos has worked at 7 firms and has passed the Series 63, Series 99TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Carlos Ernesto Rijo

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 E Rijo's 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

August 10, 2023 - Present

INTESA SANPAOLO IMI SECURITIES CORP.

Office #1: 1 William Street, New York, NY 10004
BD
CRD#: 19418
NEW YORK, NY
Past

April 25, 2022 - August 3, 2023

BRADESCO SECURITIES, INC.

BD
CRD#: 104347
NEW YORK, NY
Past

July 2, 2020 - April 5, 2022

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 31, 2018 - June 30, 2020

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

December 5, 2016 - June 20, 2018

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

January 25, 2011 - November 9, 2016

BBVA SECURITIES INC.

BD
CRD#: 27060
NEW YORK, NY
Past

January 18, 2006 - July 10, 2006

PORTIGON SECURITIES INC.

BD
CRD#: 10050
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
New York
(8/10/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 2/28/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


IS
INTESA SANPAOLO IMI SECURITIES CORP.
BANCA IMI SECURITIES CORP. | INTESA SANPAOLO IMI SECURITIES CORP. | IMI SECURITIES CORPORATION | EURAM SECURITIES CORPORATION

CRD#: 19418 / SEC#: , 8-37444

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


Main Address
1 William Street, New York, NY 10004
Mailing Address
1 William Street, New York, NY 10004
Phone number
(212) 326-1100
Established
Delaware since 12/01/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
IMI CAPITAL MARKETS USA CORPORATIONSOLE SHAREHOLDER
AMOROSO, PAOLO GLAUCOCORPORATE SECRETARY7870609
BURIOLI, NOVELLADIRECTOR7874990
DIBELLA, VINCENTCHIEF FINANCIAL OFFICER/ TREASURER2587408
LUCCHINI, STEFANODIRECTOR7889772
MARRAS, STEFANOCEO/DIRECTOR7322813
PARISI, RICHARD ANTHONYCHIEF OPERATIONS OFFICER4668388
RUIZ, JEFFREY ACHIEF COMPLIANCE OFFICER2562825
SEGNI, LAURADIRECTOR7890924

Disclosures


Regulatory Event11
Criminal1
Civil Event1

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


INTESA SANPAOLO IMI SECURITIES CORP.

CRD#: 19418New York, NY 10004

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