Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caio henrique? Claim Your ProfileCaio henrique Costa Bello is a registered representative at XP Advisory US, Inc. Caio henrique has been in the industry since 2019. Caio henrique holds the Series 7TO and SIE licenses and is registered in Florida. Caio henrique's previous employers include XP Investimentos CCTVM, Banco Bradesco S.A., and Fundao Getulio Vargas. Caio henrique specializes in portfolio management for individuals and pooled investment vehicles.
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
09/11/2024 - Present
XP Advisory US, Inc. (MIAMI FL)
BC
Issued 12/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Caio henrique Bello is the right advisor for you? Invested Better is here to help.
