Beatriz Elena Bobadilla Chavez
Professional Summary
Beatriz Elena Bobadilla Chavez, who also goes by Betty Bobadilla, Beatriz E Bobadilla Chavez, is a registered financial advisor currently at BULLTICK, LLC located in Miami, Florida. Beatriz is registered as a RR (Registered Representative) and started their career in finance in 2007. Beatriz has worked at 1 firm and has passed the Series 7TO, Series 99TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Betty Bobadilla, Beatriz E Bobadilla Chavez
Similar Advisors
SUMMIT FINANCIAL, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SUMMIT FINANCIAL, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
SUMMIT FINANCIAL, LLC
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.
Similar Advisors
SUMMIT FINANCIAL, LLC
Years of Experience
19 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
SUMMIT FINANCIAL, LLC
Current Firm
BULLTICK LLC | BULLTICK, LLC
Contact Information
Main Address
333 Se 2nd Ave. Ste 3950, Miami, FL 33131Mailing Address
333 Se 2nd Ave. Ste 3950, Miami, FL 33131Phone Number
(305) 533-1541Established
Delaware since 02/18/2000Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (15 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
11Similar Advisors
SUMMIT FINANCIAL, LLC
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.
Similar Advisors
SUMMIT FINANCIAL, LLC
State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
Similar Advisors
SUMMIT FINANCIAL, LLC
CRS (Client Relationship Summary) - BD
Click below to view Beatriz Elena Bobadilla Chavez's CRS (Customer Relationship Summary).
Similar Advisors
SUMMIT FINANCIAL, LLC