Gioconda D. Bolinches Sebastiani

LIFEINVEST WEALTH MANAGEMENT, LTD

Miami, FL 33131-3136

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CRD#: 6711397

Professional summary

Gioconda Del Carmen Bolinches Sebastiani, who also goes by Gioconda Del Carmen Bolinches, Gioconda Delcarmen Bolinches Sebastiani, is a registered financial advisor currently at LIFEINVEST WEALTH MANAGEMENT, LTD located in Miami, Florida and PORTFOLIO RESOURCES GROUP, INC. located in Coral Gables, Florida.

Gioconda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Gioconda has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gioconda Del Carmen Bolinches | Gioconda Delcarmen Bolinches Sebastiani

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.

1. Fivestation LLC, A transportation Company, Miami, Florida, Since October 2015, Director. 2. LifeInvest Wealth Management LLC, Start date 05/2022. 120 hrs per month, 1110 Brickell Ave, Suite 210A, Miami, Florida 33131. 3.Here and Now Management Corp as a director, company provides financial management and accounting services, Doral, FL, 2hr/mo. 4. HERE AND NOW MANAGEMENT CORP, a management company, located in Doral, FL 3318, not investment related, 5 hrs per month, 2 hrs during trading hrs per month, starting 06/01/2023, position held owner and administrator, no compensation received. Portfolio Resources International Group, broker dealer, Registered Representative, 4000 Ponce De Leon Blvd, Ste 670, Coral Gables, FL 33146, start date February 2022, 20 hrs. per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gioconda Del Carmen Bolinches Sebastiani's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

February 9, 2022 - Present

LIFEINVEST WEALTH MANAGEMENT, LTD

Office #1: 1110 Brickell Avenue Suite 210-a, Miami, FL 33131-3136

RIA

CRD#: 146966

Miami, FL

Current

February 7, 2022 - Present

PORTFOLIO RESOURCES GROUP, INC.

Office #1: 4000 Ponce De Leon Blvd. Suite 670, Coral Gables, FL 33146

CRD#: 31155

Coral Gables, FL

Past

January 1, 2017 - February 14, 2020

PORTFOLIO RESOURCES GROUP, INC.

CRD#: 31155

MIAMI, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LIFEINVEST WEALTH MANAGEMENT, LTD

EMC MANAGERS CONSULTING, LTD. | LIFEINVEST WEALTH MANAGEMENT, LTD

CRD#: 146966 / SEC#: 801-69869

RIA

Registered Investment Advisory firm - (1/29/2009 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(2/7/2022)

IAR

Florida
(2/14/2022)

Georgia
(6/30/2022)

IAR

Texas
(2/9/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/27/2020

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/29/2016

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

LIFEINVEST WEALTH MANAGEMENT, LTD

EMC MANAGERS CONSULTING, LTD. | LIFEINVEST WEALTH MANAGEMENT, LTD

CRD#: 146966 / SEC#: 801-69869

RIA

Registered Investment Advisory firm - (1/29/2009 Approved)

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Contact information

Main Address

1110 Brickell Avenue Suite 210-a, Miami, FL 33131-3136

Mailing Address

Phone number

(786) 523-0500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE LIFEINVEST WEALTH MANAGEMENT, LTD 2021 (11/14/2025)

Regulatory assets under management

Total Number of Accounts	474
AUM (Assets Under Management)	$ 447,071,076

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.

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Gioconda D. Bolinches Sebastiani

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gioconda Del Carmen Bolinches Sebastiani's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFEINVEST WEALTH MANAGEMENT, LTD

PORTFOLIO RESOURCES GROUP, INC.

PORTFOLIO RESOURCES GROUP, INC.

Primary Firm SEC Registration

LIFEINVEST WEALTH MANAGEMENT, LTD

State Registrations and Notice Filings

Exams

Series 66

Date: 6/27/2020

SIE

Date: 10/1/2018

Series 7

Date: 12/29/2016

FINRA

Current Firm

LIFEINVEST WEALTH MANAGEMENT, LTD

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIFEINVEST WEALTH MANAGEMENT, LTD

TRUST BUT VERIFY

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