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Alina Anastasia Daglio

LATIN SECURITIES
MIAMI, FL
·CRD# 7470112·5 years experience

Professional Summary

Alina Anastasia Daglio, who also goes by Alina Daglio, is a registered financial advisor currently at LATIN SECURITIES INC. located in Miami, Florida. Alina is registered as a RR (Registered Representative) and started their career in finance in 2021. Alina has worked at 1 firm and has passed the Series 63, Series 7TO, SIE and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Alina Daglio

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Videos & Posts

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Contact Information

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

5 years in the financial services industry

Current & Past Employments

LATIN SECURITIES INC.·CRD# 164117
RIA
BD
100 Se 2nd Street, Suite #3975, Miami, FL 33131
December 16, 2021 - Present

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Current Firm

LS
LATIN SECURITIES INC.

KOVACK INTERNATIONAL SECURITIES INC | LATIN SECURITIES, INC. | LATIN SECURITIES INC. | LATIN SECURITIES INC | KOVACK INTERNATIONAL WEALTH MANAGEMENT, INC.

CRD#: 164117 / SEC#: 8-69086
Delaware
Registered Investment Advisory firm - SEC (11/28/2023 Approved)
Florida
Registered Investment Advisory firm - SEC (6/29/2023 Approved)
Wyoming
Registered Investment Advisory firm - SEC (10/30/2023 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

100 Se 2nd Street, Suite #3975, Miami, FL 33131

Mailing Address

100 Se 2nd Street, Suite #3975, Miami, FL 33131

Phone Number

(786) 579-0234

Established

Florida since 01/02/2012

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

# of Employees

6

FINRA licenses (14 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
LATIN SECURITIES HOLDINGS, LLCSHAREHOLDER—
DAGLIO, ALINA ANASTASIACCO7470112
NILSSON, THOMAS MARTINCEO6157841
RAMIREZ, SEBASTIANCIO6181852
VELASQUEZ ELNESER, FARID ANDRESFINOP4865394
VICTORICA GARCIA, PATRICIACOO2788122

Regulatory Assets Under Management

Total Number of Accounts

37

AUM (Assets Under Management)

$48,918,929

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Delaware
(11/29/2023)
RR
Florida
(12/16/2021)
RR
Utah
(11/18/2024)
RR
Wyoming
(10/30/2023)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2022About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Nov 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2021About the SIE exam

Series 24 — General Securities Principal Examination

Passed Jul 2022About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Alina Anastasia Daglio's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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