Webull Asesor de Inversiones, S.C. is an entity regulated by the Comisión Nacional Bancaria y de Valores (CNBV), with registration in the Investment Advisors Registry under file number 30129, dated March 3, 2019. It is established in accordance with Articles 225, 226, 226 Bis, and 227 of the Ley del Mercado de Valores (LMV) and other related provisions of this regulation, and in compliance with the provisions applicable to Investment Advisors and Article 24 of the General Provisions applicable to financial entities and other persons providing investment services
Webull Asesor de Inversiones, S.C. offers instructions to execution transactions, under the self-directed instruction services, or, should the client so desire, Investment Advisory services can be provided to the client. In this way, orders instructed by the client may be retransmitted or confirmed to the entities Vifaru, S.A. de C.V., Casa de Bolsa, and Webull Financial LLC.
With Vifaru, S.A. de C.V., Casa de Bolsa (an entity regulated by authorities such as the CNBV and the Bank of Mexico), you will have an investment account where you deposit your funds in Mexican pesos (MXN) and can operate repos or purchase U.S. dollars, if needed
With Webull Financial LLC, you can have an account in which you deposit your dollars and trade (buy/sell) on the U.S. stock market.
Securities trading in the United States is offered to self-directed clients by Webull Financial LLC, a U.S. broker-dealer registered with the Securities and Exchange Commission (SEC). Webull Financial LLC is a member of the Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC), The New York Stock Exchange (NYSE), NASDAQ, and Cboe EDGX Exchange, Inc (CBOE EDGX).
Webull Financial LLC is a member of SIPC, which protects securities customers of its members up to $500,000 (including $250,000 in any cash awaiting reinvestment). An explanatory brochure is available upon request or at www.sipc.org. Webull Financial LLC and its clearing firm Apex Clearing Corp have each purchased an additional insurance policy to provide clients with additional coverage beyond the SIPC limits. See the SIPC and Excess SIPC Disclosure for more information.
Webull Technologies owns and operates technology products for the financial services industry. Specifically, Webull Technologies provides services through the Webull Platform, including providing and updating data related to the financial markets, and upgrading and maintaining trading software.
All investments involve risk, and not all risks are suitable for all investors. The value of securities can fluctuate, and as a result, customers may lose more than their original investment. The past performance of a security or financial product does not guarantee future results or returns. Keep in mind that while diversification may help spread risk, it does not guarantee a profit or protect against losses in a down market. There is always the potential to lose money when you invest in securities or other financial products. Investors should carefully consider their investment goals and risks before investing.
See www.webull.com/policy for more important notices regarding the Webull Financial LLC’s services.
The assets traded through Webull Financial LLC's overseas intermediation are denominated in U.S. dollars (USD) and involve risks, including possible loss of principal. When an investment is denominated in a currency other than the investor's currency, changes in exchange rates can have an adverse effect on the value, price, or income derived from the investment (currency risk). Investors should carefully consider their investment goals and risks before investing. The price of a particular security can increase or decrease based on market conditions, and customers can lose money, including their original investment.
No content from the Webull platforms will be considered as a recommendation or solicitation for the purchase or sale of securities, or other investment products. All information and data on the website is for reference only and no historical data should be relied upon as a basis for judging future trends.
Investors should be aware that system responsiveness, execution price, speed, liquidity, market data, and account access times are affected by many factors, including market volatility, order size and type, market conditions, system performance, and other factors. The response times of the system and access to the account, as well as all communication through the world wide web, are subject to delays, interruptions or delays, which may prevent or impair the sending of orders or the receipt of updated information, which may also represent a risk to the investor.
