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YS

Yenny M. Soracipa Rubio

INX SECURITIES
Holland, PA 18966
Some features on this profile are disabled
CRD#: 6745486
YS

Professional summary


Yenny Marcela Soracipa Rubio, who also goes by Yenny M. Soracipa, Yenny Marcela Soracipa, is a registered financial professional currently at INX SECURITIES, LLC located in Holland, Pennsylvania.

Yenny is registered as a RR (Registered Representative) and started their career in finance in 2017. Yenny has worked at 3 firms and has passed the Series 66, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Yenny M. Soracipa | Yenny Marcela Soracipa

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 Yenny Marcela Soracipa Rubio'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 14, 2021 - Present

INX SECURITIES, LLC

Office #1: 252 Bradley Court, Holland, PA 18966
BD
CRD#: 162182
Holland, PA
Past

December 18, 2017 - June 2, 2021

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
New York, NY
Past

December 18, 2017 - June 2, 2021

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
New York, NY
Past

August 11, 2017 - December 14, 2017

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
MORRISTOWN, NJ
Past

April 3, 2017 - December 14, 2017

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
MORRISTOWN, NJ

State Registrations and Notice Filings


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

RR
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

RR
Nevada
(4/16/2025)
RR
New Jersey
(6/14/2021)
RR
New York
(6/14/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/7/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 6/26/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


IS
INX SECURITIES, LLC
INX ATS | SAGEWORKS CAPITAL, INC. | SAGEWORKS CAPITAL LLC | SAGEWORKS CAPITAL INC. | RAISEWORKS | OPENFINANCE SECURITIES, LLC | INX SECURITIES, LLC

CRD#: 162182 / SEC#: , 8-69058

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


Main Address
252 Bradley Court, Holland, PA 18966
Mailing Address
252 Bradley Court, Holland, PA 18966
Phone number
(215) 806-9031
Established
Pennsylvania since 03/29/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
INX LIMITEDDIRECT OWNER
NEELY, KIMBERLY BETHFINOP2045019
UCHENIK, VLADCEO AND CCO4071805

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


INX SECURITIES, LLC

CRD#: 162182Holland, PA 18966

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