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CR

Claudia C. Rencsar Verlezza

FOLIONET FINANCIAL
MIAMI, FL 33131
CRD#: 7914554
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CR
Claudia Caridad Rencsar VerlezzaFOLIONET FINANCIAL

Professional summary

Claudia Caridad Rencsar Verlezza, who also goes by Claudia Caridad Rencsar, is a registered financial professional currently at FOLIONET FINANCIAL LLC located in Miami, Florida.

Claudia is registered as a RR (Registered Representative) and started their career in finance in 2026. Claudia has worked at 1 firm and has passed the Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Claudia Caridad Rencsar

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 Claudia Caridad Rencsar Verlezza'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

April 27, 2026 - Present

FOLIONET FINANCIAL LLC

Office #1: 1221 Brickell Avenue, Suite 900, Miami, FL 33131
BD
CRD#: 283965
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
(4/27/2026)

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 4/27/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/14/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

FF
FOLIONET FINANCIAL LLC
FOLIONET FINANCIAL LLC | SANTOS CAPITAL GROUP, LLC

CRD#: 283965 / SEC#: , 8-69775

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

Main Address
1221 Brickell Avenue, Suite 900, Miami, FL 33131
Mailing Address
1221 Brickell Avenue, Suite 900, Miami, FL 33131
Phone number
(305) 432-2290
Established
Florida since 03/12/2014
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (20 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FOLIONET HOLDINGS INC.DIRECT OWNER
SANTOS, JUAN LCEO/CCO5656132
SAVALLO, LAWRENCE JAMESFINOP1195178

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

FOLIONET FINANCIAL LLC

CRD#: 283965Miami, FL 33131

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