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AM

Amelia M. Moreno Tortorici

INTER&CO SECURITIES LLC
Miami, FL 33131
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CRD#: 6723282
AM

Professional summary


Amelia Margarita Moreno Tortorici, who also goes by Amelia Margarita Moreno, Amelia Moreno, Amelia Margarita Moreno Tortorici, is a registered financial professional currently at INTER&CO SECURITIES LLC located in Miami, Florida.

Amelia is registered as a RR (Registered Representative) and started their career in finance in 2018. Amelia has worked at 6 firms and has passed the SIE, Series 7, Series 99, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Amelia Margarita Moreno | Amelia Moreno | Amelia Margarita Moreno Tortorici

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Amelia Margarita Moreno Tortorici'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

June 26, 2025 - Present

INTER&CO SECURITIES LLC

Office #1: 501 Brickell Key Drive, Suite 201, Miami, FL 33131
BD
CRD#: 317278
Miami, FL
Past

February 1, 2024 - January 27, 2025

VELOX CLEARING LLC

BD
CRD#: 290215
MIAMI, FL
Past

September 28, 2020 - February 9, 2024

ROBINHOOD SECURITIES, LLC

BD
CRD#: 287900
Lake Mary, FL
Past

July 17, 2020 - September 18, 2020

SECURITIES AMERICA, INC.

BD
CRD#: 10205
MIAMI, FL
Past

November 26, 2018 - July 17, 2020

INVESTACORP, INC.

BD
CRD#: 7684
MIAMI, FL
Past

August 8, 2018 - November 16, 2018

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
MIAMI, FL

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 99
Date: 8/8/2018
Operations Professional Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


IS
INTER&CO SECURITIES LLC
INTER&CO SECURITIES LLC | USEND SECURITIES LLC

CRD#: 317278 / SEC#: , 8-70985

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
501 Brickell Key Drive, Suite 201, Miami, FL 33131
Mailing Address
501 Brickell Key Drive, Suite 201, Miami, FL 33131
Phone number
(310) 698-0164
Established
Delaware since 08/02/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
INTER US HOLDING, INC.SOLE MEMBER
ROZWADOWSKI, YASMINCOO6826177
TOROLA, JOHN THOMASCEO / CCO1619507

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.

Company Information


INTER&CO SECURITIES LLC

CRD#: 317278Miami, FL 33131

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