PM
Paola A. Moncaleano
VECTORGLOBAL WMG
Miami, FL 33131
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CRD#: 6817299
PM
Professional summary
Paola Andrea Moncaleano is a registered financial professional currently at VECTORGLOBAL WMG located in Miami, Florida.
Paola is registered as a RR (Registered Representative) and started their career in finance in 2017. Paola has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
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.
CRS (Client Relationship Summary) - BD
Click below to view Paola Andrea Moncaleano's 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®
NoneExperience
Current
June 15, 2017 - Present
VECTORGLOBAL WMG
Office #1: 1001 Brickell Bay Drive Suite 1900, Miami, FL 33131BD
CRD#: 32396
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
SRO Registrations
RR
FINRA
Current Firm
VW
VECTORGLOBAL WMG
VECTORGLOBAL WMG | VECTORMEX INCORPORATED | VECTORGLOBAL WMG, INC.
CRD#: 32396 / SEC#: , 8-45715
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
1001 Brickell Bay Drive Suite 1900, Miami, FL 33131
Mailing Address
1001 Brickell Bay Drive Suite 1900, Miami, FL 33131
Phone number
(305) 350-3350
Established
Delaware since 01/14/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (22 States and Territories)
Disclosures
| Regulatory Event | 3 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VECTORGLOBAL WMG
CRD#: 32396Miami, FL 33131TRUST BUT VERIFY
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