Camila Moulin

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → Present
  Principal Life Insurance
  Deerfield Beach, FL
• 03/2015 → Present
  Principal Securities Inc
  Deerfield Beach, FL

Other Businesses

PRINCIPAL BANK AND PRINCIPAL TRUST COMPANY POSITION: Bank/Trust Officer NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/22/2022 ADDRESS: Your Bank Office, Anytown FL 12345, United States DESCRIPTION: Formally designated a bank officer in order to access information and adequately support/manage Principal retirement plan account relationships across both the insurance/broker-dealer and bank/trust offerings of Principal

Exams

• S66 Uniform Combined State Law Examination
  2015-03-13
• S63 Uniform Securities Agent State Law Examination
  2012-06-25

Other Names

• Camila Laguna
• Camila Oliveira
• Camila Moulin
• Camila Oliveria