Margarita C. Bofill
Professional Summary
Margarita C. Bofill, who also goes by Margarita C Bofill Ms, Margarita C Bofill, was a registered financial advisor. Margarita was a previously registered financial professional and started their career in finance 2009 - 2023. Margarita had worked at 4 firms and has passed the 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
Margarita C Bofill Ms, Margarita C Bofill
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Videos & Posts
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Contact Information
No current employment
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Disclosures on record.
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Years of Experience
17 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
UCAP AMERICAS | UCAPAMERICAS | UCAP SECURITIES LLC
Contact Information
Main Address
1221 Brickell Avenue Suite 2040, Miami, FL 33131Mailing Address
1221 Brickell Avenue Suite 2040, Miami, FL 33131Phone Number
(786) 558-1207Established
Delaware since 05/22/2014Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (20 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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