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ML

Maria Theresa M. Linhares

INTER&CO SECURITIES LLC
Miami, FL 33131
Some features on this profile are disabled
CRD#: 7819236
ML

Professional summary

Maria Theresa Montalvao Linhares is a registered financial professional currently at INTER&CO SECURITIES LLC located in Miami, Florida.

Maria Theresa is registered as a RR (Registered Representative) and started their career in finance in 2024. Maria Theresa has worked at 1 firm and has passed the Series 7TO and SIE exams.

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 Maria Theresa Montalvao Linhares'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

June 4, 2024 - Present

INTER&CO SECURITIES LLC

Office #1: 501 Brickell Key Drive, Suite 201, Miami, FL 33131
BD
CRD#: 317278
Miami, FL

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

General Industry/Product Exam
RR
Series 7TO
Date: 6/4/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/16/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

IS
INTER&CO SECURITIES LLC
INTER&CO SECURITIES LLC | USEND SECURITIES LLC

CRD#: 317278 / SEC#: , 8-70985

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

Main Address
501 Brickell Key Drive, Suite 201, Miami, FL 33131
Mailing Address
501 Brickell Key Drive, Suite 201, Miami, FL 33131
Phone number
(310) 698-0164
Established
Delaware since 08/02/2022
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#
INTER US HOLDING, INC.SOLE MEMBER
ROZWADOWSKI, YASMINCOO6826177
TOROLA, JOHN THOMASCEO / CCO1619507

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

INTER&CO SECURITIES LLC

CRD#: 317278Miami, FL 33131

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