VM
Valentina Mendieta Paez
CREDICORP CAPITAL LLC
Bogota,
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CRD#: 7980389
VM
Professional summary
Valentina Mendieta Paez is a registered financial professional currently at CREDICORP CAPITAL LLC .
Valentina is registered as a RR (Registered Representative) and started their career in finance in 2025. Valentina has worked at 1 firm and has passed the Series 99TO and SIE exams.
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.
CRS (Client Relationship Summary) - BD
Click below to view Valentina Mendieta Paez's 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®
NoneExperience
Current
April 25, 2025 - Present
CREDICORP CAPITAL LLC
Office #1: Calle 34 #6-65, BogotaBD
CRD#: 136791
Bogota,
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(4/25/2025)
Exams
General Industry/Product Exam
RR
Series 99TO
Date: 4/25/2025
Operations Professional ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CC
CREDICORP CAPITAL LLC
CREDICORP CAPITAL LLC | ULTRALAT SECURITIES, INC. | ULTRALAT SECURITIES INC. | ULTRALAT CORPORATION | ULTRALAT CAPITAL MARKETS, LLC | ULTRALAT CAPITAL MARKETS, INC. | ULTRALAT CAPITAL MARKETS INC. | ULTRALAT CAPITAL MARKETS
CRD#: 136791 / SEC#: , 8-67048
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
1111 Brickell Avenue Suite 2825, Miami, FL 33131
Mailing Address
1111 Brickell Avenue Suite 2825, Miami, FL 33131
Phone number
(305) 455-0971
Established
Florida since 05/02/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (22 States and Territories)
Disclosures
| Regulatory Event | 5 |
Red Flags
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