Clotilde Levi

Investment Adviser Representative at BCI SECURITIES, INC.

Coral Gables, FLCRD #2583901Dual-registered

No disclosures on record

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

21 yrs

States Registered

23 states

Exams Passed

Registrations & licenses

Registration type

Dual-registered

Registered in 23 states

ArizonaCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaMaineMarylandMassachusettsNevadaNew JerseyNew YorkNorth CarolinaOhioOregonPennsylvaniaPuerto RicoSouth DakotaTennesseeTexasWyoming

Examinations passed

Series 66

Uniform Combined State Law Examination

Passed 5/25/2011

Series 63

Uniform Securities Agent State Law Examination

Passed 2/10/1995

Series 53

Municipal Securities Principal Examination

Passed 11/4/2015

Series 4

Registered Options Principal Examination

Passed 8/27/2015

Series 24

General Securities Principal Examination

Passed 8/5/2013

Series 52TO

Municipal Securities Representative Examination

Passed 1/2/2023

Series 79TO

Investment Banking Registered Representative Examination

Passed 1/2/2023

SIE

Securities Industry Essentials Examination

Passed 10/1/2018

Series 7

General Securities Representative Examination

Passed 3/1/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model

Assets Under Management (AUM)

Blended rate

0.0275

Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

BCI Securities, INC. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BCI SECURITIES, INC.Current

1/27/2022 – Coral Gables, FL

CGIS SECURITIES LLC

3/8/2012 – 1/22/2018MIAMI, FL

BANIF SECURITIES INC

3/6/2009 – 4/29/2010MIAMI, FL

MORGAN KEEGAN & COMPANY, INC.

3/29/2011 – 3/6/2012AVENTURA, FL

AXA ADVISORS, LLC

3/2/2001 – 2/21/2002NEW YORK, NY

GKN SECURITIES CORP.

2/6/1995 – 3/28/1995NEW YORK, NY

DRESDNER LATEINAMERIKA FINANCIAL ADVISORS LLC

2/28/2003 – 11/17/2004MIAMI, FL

MML INVESTORS SERVICES, LLC

11/26/2019 – 1/10/2022Miami, FL

VFINANCE INVESTMENTS, INC

11/17/2006 – 3/28/2008MIAMI, FL

GLOBAL INVESTOR SERVICES, L.C.

1/28/2011 – 3/31/2011MIAMI, FL

INSIGNEO SECURITIES, LLC

1/26/2018 – 10/2/2019MIAMI, FL

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Clotilde Levi has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.