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Veronica Alexandra Beryl

EPIC CAPITAL SECURITIES
BOCA RATON, FL
·CRD# 4674127·23 years experience

Professional Summary

Veronica Alexandra Beryl, who also goes by Veronica Alexandra Bervil, Veronica Alexandra Mora, is a registered financial advisor currently at EPIC CAPITAL SECURITIES located in Boca Raton, Florida. Veronica is registered as a RR (Registered Representative) and started their career in finance in 2003. Veronica has worked at 9 firms and has passed the Series 7TO, Series 7, Series 24 and Series 4 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Veronica Alexandra Bervil, Veronica Alexandra Mora

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

23 years in the financial services industry

Current & Past Employments

Current

EPIC CAPITAL SECURITIESCurrent·CRD# 166756
BD
1951 Nw 19th Street Suite 203, Boca Raton, FL 33431
April 27, 2021 - Present

Past

MARIVA CAPITAL MARKETS, LLCPast·CRD# 156171
BD
Miami, FL
May 31, 2013 - July 22, 2014
CREAND SECURITIESPast·CRD# 38964
BD
Miami, FL
July 6, 2010 - April 18, 2013
NEWBRIDGE SECURITIES CORPORATIONPast·CRD# 104065
BD
Ft. Lauderdale, FL
September 17, 2009 - July 14, 2010
BULLTICK, LLCPast·CRD# 104005
BD
Miami, FL
July 9, 2007 - August 20, 2009
BULLTICK SECURITIES, LLCPast·CRD# 132092
BD
Miami, FL
July 9, 2007 - August 20, 2009
LEGEND EQUITIES CORPORATIONPast·CRD# 30999
BD
Palm Beach Gardens, FL
May 11, 2007 - July 10, 2007
SUMMIT BROKERAGE SERVICES, INC.Past·CRD# 34643
BD
Boca Raton, FL
January 26, 2005 - August 9, 2006
STERLING FINANCIAL INVESTMENT GROUP, INC.Past·CRD# 41506
BD
Boca Raton, FL
October 14, 2003 - December 7, 2004

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Current Firm

EC
EPIC CAPITAL SECURITIES

EPIC CAPITAL SECURITIES | EPIC CAPITAL SECURITIES CORP

CRD#: 166756 / SEC#: 8-69229
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

1951 Nw 19th Street Suite 203, Boca Raton, FL 33431

Mailing Address

1951 Nw 19th Street Suite 203, Boca Raton, FL 33431

Phone Number

(561) 829-2173

Established

Florida since 11/29/2012

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (19 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
LATIN SECURITIES HOLDINGS LLCSHAREHOLDER—
CAIROLI, PABLO MANUELCEO4024225
GILMAN, ROBERT CRAIGCFO/FINOP/PFO/POO1738412
NILSSON, THOMAS MARTINPRESIDENT6157841
NILSSON, THOMAS MARTINCCO/ COO6157841

Disclosures

Regulatory Event

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 7TO — General Securities Representative Examination

Passed Apr 2021About the Series 7TO exam

Series 7 — General Securities Representative Examination

Passed Oct 2003About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Apr 2023About the Series 24 exam

Series 4 — Registered Options Principal Examination

Passed Jun 2004About the Series 4 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Veronica Alexandra Beryl's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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