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LD

Luciano O. Duque

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CRD#: 6853894
LD

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.

Luciano Otavio Duque, who also goes by Luciano O Duque, Luciano Octavio Duque, was a registered financial professional .

Luciano is a previously registered financial professional and started their career in finance in 2018. Luciano had worked at 3 firms and has passed the Series 66, Series 3, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Luciano O Duque | Luciano Octavio Duque

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 13, 2021 - April 26, 2022

SECURITIZE MARKETS, LLC

BD
CRD#: 283256
MIAMI, FL
Past

November 24, 2020 - September 29, 2021

SW FINANCIAL

BD
CRD#: 145012
MELVILLE, NY
Past

October 25, 2019 - April 1, 2020

SW FINANCIAL

BD
CRD#: 145012
JACKSONVILLE, FL
Past

February 8, 2018 - October 16, 2019

MORGAN STANLEY

RIA
CRD#: 149777
KANSAS CITY, MO
Past

January 10, 2018 - October 16, 2019

MORGAN STANLEY

BD
CRD#: 149777
KANSAS CITY, MO

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


State Security Law Exam
RR
IAR
Series 66
Date: 2/8/2018
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 79TO
Date: 7/16/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SM
SECURITIZE MARKETS, LLC
DISTRIBUTED TECHNOLOGY MARKETS LLC | SECURITIZE MARKETS, LLC | ORCHARD PLATFORM MARKETS, LLC

CRD#: 283256 / SEC#: , 8-69743

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


Main Address
78 Sw 7th Street Suite 500, Miami, FL 33130
Mailing Address
78 Sw 7th Street Suite 500, Miami, FL 33130
Phone number
(646) 918-5012
Established
Delaware since 12/10/2015
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#
SECURITIZE, INC.OWNER
NIKOLSON, JOSEPHCEO, CCO2831577
SILVESTRO, MICHELE ANNFINOP/PFO6960939

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


SECURITIZE MARKETS, LLC

CRD#: 283256

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