Unclaimed
Aline Cristina Camara is a registered investment advisor representative with XP Advisory US, Inc. She has been working in the financial services industry since 2013 and holds both Series 7TO and Series 66 licenses, as well as the SIE. Aline's firm offers investment management services to individual clients, as well as businesses, corporations, pooled investment vehicles, and other investment advisors. Aline specializes in portfolio management, consolidating accounts, and providing reporting services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consolidation/reporting services
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.
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.
Percentage of assets under consolidation
1
2
FL
07/25/2024 - Present
XP Advisory US, Inc. (MIAMI FL)
BOTH
Issued 05/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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