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Fabrizio D. Neves

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CRD#: 3244955
FN

Professional summary


Fabrizio Dulcetti Neves was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Fabrizio is a previously registered financial advisor and started their career in finance in 1999. Prior to being barred, Fabrizio had worked at 6 firms, which includes LATAM INVESTMENTS LLC, TRADEPRO SECURITIES LLC., LEVELX CAPITAL LLC, UBS INTERNATIONAL INC., UBS FINANCIAL SERVICES INC., THE PARTNERS FINANCIAL GROUP INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 16, 2006 - November 18, 2009

LATAM INVESTMENTS, LLC

BD
CRD#: 133163
MIAMI, FL
Past

February 17, 2005 - May 17, 2006

TRADEPRO SECURITIES, LLC.

BD
CRD#: 103781
LAWRENCEVILLE, GA
Past

October 29, 2002 - February 7, 2005

LEVELX CAPITAL LLC

BD
CRD#: 117028
BROOKLYN, NY
Past

June 3, 2002 - August 26, 2002

UBS INTERNATIONAL INC.

RIA
CRD#: 107726
MIAMI, FL
Past

June 3, 2002 - August 26, 2002

UBS INTERNATIONAL INC.

BD
CRD#: 107726
NEW YORK, NY
Past

April 10, 2000 - June 1, 2002

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
MIAMI, FL
Past

April 7, 2000 - June 3, 2002

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

August 16, 1999 - September 24, 1999

THE PARTNERS FINANCIAL GROUP, INC.

BD
CRD#: 31979
MIAMI, FL

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/1/2000
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


LI
LATAM INVESTMENTS, LLC
ACOSTA FINANCIAL SERVICES, LLC | MARKWOOD CAPITAL ADVISORS, LLC | LATAM INVESTMENTS, LLC

CRD#: 133163 / SEC#: , 8-66694

BD
Terminated by SEC on 04/27/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 09/01/2004
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ACOSTA, MAXIMINO JIMMY25% BUT LESS THAN 50%2526721
AGUILERA-DUQUE, ANGELICA MOREMILPRESIDENT, FINOP2533346
KONIG, MARCOSCHIEF EXECUTIVE OFFICER1722052
KONIG, VICTOR MOISESHEAD OF EQUITY TRADING3044712
LASHKARI, DARIUSCHIEF COMPLIANCE OFFICER, AML COMPLIANCE OFFICER3061561

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


LATAM INVESTMENTS, LLC

CRD#: 133163

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