Unclaimed Profile

Ermengarda Palumbo

MERCANTIL COMMERCEBANK INVESTEMENT SERVICES, INC.·CORAL GABLES, Florida

SIE, Series 7, Series 66Clean record7 years registeredMERCANTIL COMMERCEBANK INVESTEMENT SERVICES, INC.

220 ALHAMBRA CIRCLE, CORAL GABLES, FL 33134CRD# 5238388Firm CRD# 117284

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ermengarda Palumbo · CORAL GABLES, FL

Registration

CRD #5238388 · MERCANTIL COMMERCEBANK INVESTEMENT SERVICES, INC. · 7 years registered

Brand Profile

Not yet started

Career History

BCI SECURITIES, INC.

Oct 2019 – present

BCI SECURITIES, INC.

Aug 2019 – present

INSIGNEO ADVISORY SERVICES, LLC

Feb 2019 – May 2019

MIAMI, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 8, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMERANT INVESTMENTS, INC.

CRD 117284 · SEC 801-61889

AUM

$633M

Regulatory assets under management

Employees

1,023 client accounts

Services offered by AMERANT INVESTMENTS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at AMERANT INVESTMENTS, INC. →

Introduction

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Frequently Asked Questions

What services does Ermengarda Palumbo offer?

Ermengarda Palumbo specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CORAL GABLES, Florida for a consultation.

What are Ermengarda Palumbo's credentials?

Ermengarda Palumbo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ermengarda Palumbo located?

Ermengarda Palumbo is based in CORAL GABLES, Florida, working with MERCANTIL COMMERCEBANK INVESTEMENT SERVICES, INC.. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.

How does Ermengarda Palumbo charge for services?

Ermengarda Palumbo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MERCANTIL COMMERCEBANK INVESTEMENT SERVICES, INC.?

MERCANTIL COMMERCEBANK INVESTEMENT SERVICES, INC. has approximately 31 employees and manages $633M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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