Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruno? Claim Your ProfileBruno Jado Carvalho is a registered investment advisor representative with XP Advisory US, Inc. Bruno has been in the industry since November 15, 2019 and is registered in 29 states and the District of Columbia. Bruno Carvalho is also a registered Investment Advisor in the state of Florida. Bruno Carvalho is a licensed Series 7TO, Series 63 and Series 66 and has a SIE designation.
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
04/07/2023 - Present
XP Advisory US, Inc. (MIAMI FL)
BOTH
Issued 03/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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