Unclaimed
Bernardo Rocha de Macedo Moraes is a securities professional with experience in the financial industry. Bernardo is currently registered with BTG Pactual US Capital, LLC and holds the Series 7, Series 99 and SIE licenses. Bernardo has been working in the securities industry since August 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.
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.
1
2
FL
08/15/2023 - Present
BTG Pactual US Capital, LLC (Miami FL)
BC
Issued 01/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/15/2023
Series 99TO - Operations Professional Examination
BC
Issued 02/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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