Unclaimed
Alfredo Jaramillo armenta is an investment advisor representative at BTG Pactual Asset Management US, LLC. Alfredo has been in the industry since January 2013. Alfredo has a Series 66 license as well as a Series 7TO and SIE licenses.
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.
1
2
FL
05/16/2024 - Present
BTG Pactual Asset Management US , LLC (Miami FL)
BOTH
Issued 05/15/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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