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Jose Maria Sanchez

LATIN SECURITIES
MIAMI, FL 33131
CRD#: 8090460
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JS
Jose Maria SanchezLATIN SECURITIES

Professional summary


Jose Maria Sanchez, who also goes by Jose Maria Domingo Sanchez, Jose Sanchez, Jose Maria Domingo Sanchez, is a registered financial advisor currently at LATIN SECURITIES INC. located in Miami, Florida.

Jose Maria is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Jose Maria has worked at 1 firm and has passed the Series 65, Series 7TO and SIE exams.

Aliases


Jose Maria Domingo Sanchez | Jose Sanchez | Jose Maria Domingo Sanchez

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) - RIA


Click below to view Jose Maria Sanchez's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD


Click below to view Jose Maria Sanchez'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

May 9, 2025 - Present

LATIN SECURITIES INC.

Office #1: 100 Se 2nd Street, Suite #3975, Miami, FL 33131Office #2: 100 Se 2nd Street, Suite #3975, Miami, FL 33131
RIA
BD
CRD#: 164117
MIAMI, FL
Current

June 5, 2025 - Present

LATIN SECURITIES INC.

Office #1: 100 Se 2nd Street, Suite #3975, Miami, FL 33131Office #2: 100 Se 2nd Street, Suite #3975, Miami, FL 33131
RIA
BD
CRD#: 164117
MIAMI, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
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

IAR
Florida
(5/9/2025)
RR
Florida
(6/5/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/26/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/3/2025
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


LS
LATIN SECURITIES INC.
KOVACK INTERNATIONAL SECURITIES INC | LATIN SECURITIES, INC. | LATIN SECURITIES INC. | LATIN SECURITIES INC | KOVACK INTERNATIONAL WEALTH MANAGEMENT, INC.

CRD#: 164117 / SEC#: , 8-69086

Delaware
Registered Investment Advisory firm - SEC (11/28/2023 Approved)
Florida
Registered Investment Advisory firm - SEC (6/29/2023 Approved)
Wyoming
Registered Investment Advisory firm - SEC (10/30/2023 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
100 Se 2nd Street, Suite #3975, Miami, FL 33131
Mailing Address
100 Se 2nd Street, Suite #3975, Miami, FL 33131
Phone number
(786) 579-0234
Established
Florida since 01/02/2012
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
6

FINRA licenses (14 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
LATIN SECURITIES HOLDINGS, LLCSHAREHOLDER
DAGLIO, ALINA ANASTASIACCO7470112
PINILLA, JUAN ANDRESCEO734534
RAMIREZ, SEBASTIANCIO6181852
VELASQUEZ ELNESER, FARID ANDRESFINOP4865394
VICTORICA GARCIA, PATRICIACOO2788122

Regulatory assets under management


Total Number of Accounts16
AUM (Assets Under Management)$ 25,162,061

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


LATIN SECURITIES INC.

CRD#: 164117Miami, FL 33131

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