Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alberto? Claim Your ProfileAlberto Tristao Azevedo is a financial advisor with Stifel, Nicolaus & Company, Inc. Alberto has been in the industry since December 10, 2017. Alberto is registered with FINRA and holds the Series 7TO, SIE and Series 99 licenses. Alberto has been with Stifel, Nicolaus & Company, Inc. since November 27, 2023. Prior to this, Alberto was employed by ITAU INTERNATIONAL SECURITIES INC. in Miami, Florida from November 15, 2017 to October 31, 2023.
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.
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.
1
2
FL
11/27/2023 - Present
Stifel, Nicolaus & Company, Inc. (MIAMI FL)
FL
11/15/2017 - 10/31/2023
ITAU INTERNATIONAL SECURITIES INC. (MIAMI FL)
BC
Issued 07/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2017
Series 99 - Operations Professional Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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