Anamelina Rios Perez
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Anamelina Rios Perez was a registered financial professional .
Anamelina is a previously registered financial professional and started their career in finance in 2012. Anamelina had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 22, 2024 - December 31, 2024
IFB WEALTH MANAGEMENT LLC
February 9, 2024 - December 20, 2024
ACP SECURITIES, LLC
August 12, 2020 - January 16, 2024
RAYMOND JAMES & ASSOCIATES, INC.
November 19, 2019 - January 16, 2024
RAYMOND JAMES & ASSOCIATES, INC.
October 27, 2014 - November 6, 2019
CITIGROUP GLOBAL MARKETS INC.
February 28, 2013 - October 10, 2014
BRICKELL GLOBAL MARKETS, INC.
December 4, 2012 - February 28, 2013
LEVELX CAPITAL LLC
State Registrations and Notice Filings
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Exams
Current Firm
IFB WEALTH MANAGEMENT LLC
CRD#: 299318 / SEC#: 801-117624
Contact information
Regulatory assets under management
| Total Number of Accounts | 64 |
| AUM (Assets Under Management) | $ 108,904,856 |
Red Flags
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