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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alberto? Claim Your ProfileAlberto Satoshi Tani is a financial advisor with over 10 years of experience in the industry. He is currently registered with BTG Pactual Asset Management US, LLC in both New York and Florida. Alberto has a wide range of experience in the financial industry, having previously worked at Itau International Securities Inc. and UBS Brazil. He holds several industry licenses, including Series 3, 4, 7, 24, 57, and 63, as well as the SIE. Alberto also holds the Chartered Financial Analyst designation. His expertise lies in portfolio management for individuals, businesses, and pooled investment vehicles. He focuses on a client-centric approach and tailors his services to meet the specific needs of each client. Alberto is committed to providing his clients with the highest level of service and expertise.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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.
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2
FL
02/12/2024 - Present
BTG Pactual Asset Management US , LLC (Miami FL)
FL
03/14/2018 - 05/16/2023
ITAU INTERNATIONAL SECURITIES INC. (MIAMI FL)
BC
Issued 06/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2019
Series 4 - Registered Options Principal Examination
BC
Issued 09/17/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/08/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2018
Series 57 - Securities Trader Exam
BC
Issued 03/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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