Felipe
Betancur Patino
Bci Securities, Inc
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About this Advisor
Felipe Betancur Patino is a financial advisor who works in Miami, Florida with 2 years of relevant experience. Betancur Patino is on the advisory team at Bci Securities, Inc. Their career trajectory has included roles at Morgan Stanley, Brs Inc Services, Miami Beach Jcc, Miami Dade College, Fiu and Bci Securities. Betancur Patino has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Bci Securities, Inc is an advisory company that has its headquarters in Miami, FL. The company has offices in three locations and a total of 71 advisors. It handles $381 million in total assets between its 510 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 510 client accounts, just 11% are held by high-net-worth investors who have at least $1 million in assets available to invest. Bci Securities, Inc offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice typically vary depending on which services are provided. However, fees charged by Bci Securities, Inc likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bci Securities, Inc Brokerage Details
$380,927,243
71
510
$746,916
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Felipe Betancur Patino Work History
Felipe has been registered as a financial advisor for 2 years.*
Bci Securities
Morgan Stanley
Morgan Stanley
Brs Inc Services
Fiu
Miami Dade College
Brs Inc Services
Miami Beach Jcc
Miami Dade College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Felipe Betancur Patino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bci Securities, Inc
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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