Unclaimed
Adriano Schirmer de campos is a financial professional with over 16 years of experience in the financial services industry. Adriano is currently a Registered Representative and Investment Advisor Representative with Morgan Stanley. Adriano has previously worked at Citigroup Global Markets Inc. and Citi International Financial Services LLC. Adriano holds the Series 3, SIE, and Series 7 licenses. Adriano is a board member of the Greater Miami Adventist Academy and has been active in the community since 2021.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
12/21/2022 - Present
Morgan Stanley (Miami FL)
FL
03/01/2019 - 07/01/2022
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
04/10/2017 - 07/27/2021
CITI INTERNATIONAL FINANCIAL SERVICES LLC (MIAMI FL)
NY
12/16/2009 - 05/05/2017
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
PR
09/12/2006 - 12/18/2009
CITI INTERNATIONAL FINANCIAL SERVICES LLC (GUAYNABO PR)
BOTH
Issued 01/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2022
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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