Felipe R. Socio
Professional summary
Felipe Reimao Socio, who also goes by Felipe Reimas Socio, is a registered financial professional currently at XP INVESTMENTS US, LLC .
Felipe is registered as a RR (Registered Representative) and started their career in finance in 2024. Felipe has worked at 1 firm and has passed the Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Felipe Reimao Socio's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 26, 2024 - Present
XP INVESTMENTS US, LLC
Office #1: Av Chedid Jafet 75, Torre Sul 30th Floor, Sao Paulo, 04538-132State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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Exams
Series 7TO
Date: 9/26/2024
General Securities Representative ExaminationFINRA
Current Firm
XP INVESTMENTS US, LLC
CRD#: 156691 / SEC#: , 8-68817
Contact information
FINRA licenses (34 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| XP HOLDING INTERNATIONAL, LLC | PARENT COMPANY | |
| COSTA, JOSE EDUARDO | CHIEF EXECUTIVE OFFICER | 4983100 |
| GOMEZ, ADELIA MARIEL | CHIEF OPERATING OFFICER/ PRINCIPAL OPERATIONS OFFICER | 5477182 |
| SINGER, STEVEN FREDERIC | PRINCIPAL FINANCIAL OFFICER | 2360737 |
| WILSON, JARED RYAN | CHIEF COMPLIANCE OFFICER/ AML COMPLIANCE OFFICER | 5322068 |
Disclosures
| Regulatory Event | 3 |
Red Flags
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