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Alina A. Daglio

LATIN SECURITIES
Miami, FL 33131
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CRD#: 7470112
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Professional summary


Alina Anastasia Daglio, who also goes by Alina Daglio, is a registered financial professional 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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alina Daglio

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 Alina Anastasia Daglio'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

December 16, 2021 - Present

LATIN SECURITIES INC.

Office #1: 100 Se 2nd Street, Suite #3975, Miami, FL 33131
RIA
BD
CRD#: 164117
Miami, FL

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
Delaware
(11/29/2023)
RR
Florida
(12/16/2021)
RR
Utah
(11/18/2024)
RR
Wyoming
(10/30/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 2/25/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/26/2021
General Securities Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

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)
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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)


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#
LATIN SECURITIES HOLDINGS, LLCSHAREHOLDER
DAGLIO, ALINA ANASTASIACCO7470112
PINILLA, JUAN ANDRESCEO734534
RAMIREZ, SEBASTIANCIO6181852
VELASQUEZ ELNESER, FARID ANDRESFINOP4865394
VICTORICA GARCIA, PATRICIACOO2788122

Regulatory assets under management


Total Number of Accounts16
AUM (Assets Under Management)$ 25,162,061

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


LATIN SECURITIES INC.

CRD#: 164117Miami, FL 33131

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