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CG

Carolina Gomez

CIBEST CAPITAL SECURITIES
Miami, FL 33131
Some features on this profile are disabled
CRD#: 7693415
CG

Professional summary

Carolina Gomez is a registered financial professional currently at CIBEST CAPITAL SECURITIES, LLC located in Miami, Florida.

Carolina is registered as a RR (Registered Representative) and started their career in finance in 2024. Carolina has worked at 1 firm and has passed the Series 27 exam.

top-8-questions

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Carolina Gomez'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

August 16, 2024 - Present

CIBEST CAPITAL SECURITIES, LLC

Office #1: 1221 Brickell Avenue Suite 2010, Miami, FL 33131
BD
CRD#: 316232
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
Florida
(8/16/2024)

Exams

Principal/Supervisory Exam
RR
Series 27
Date: 8/16/2024
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CIBEST CAPITAL SECURITIES, LLC
BANCOLOMBIA CAPITAL LLC | CIBEST CAPITAL SECURITIES, LLC | CIBEST CAPITAL

CRD#: 316232 / SEC#: , 8-70822

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

Main Address
1221 Brickell Avenue Suite 2010, Miami, FL 33131
Mailing Address
1221 Brickell Avenue Suite 2010, Miami, FL 33131
Phone number
(786) 551-9122
Established
Florida since 09/09/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (9 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#
CIBEST CAPITAL HOLDINGS USA LLCDIRECT OWNER / HOLDING COMPANY
GILMAN, ROBERT CRAIGFINOP1738412
GIRALDO, JUAN FELIPECHIEF EXECUTIVE OFFICER7448545
VINA, RAPHAEL ENRIQUECCO/AMLCO4510049

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

CIBEST CAPITAL SECURITIES, LLC

CRD#: 316232Miami, FL 33131

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