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Carlos Alberto Villela

Bradesco Investments Inc.

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About Carlos Alberto Villela

Carlos Villela is a registered representative with Bradesco Investments Inc., based in Coral Gables, Florida. Carlos has been in the financial services industry since August 1, 2015. Carlos holds the Series 27, Series 99TO, and SIE licenses. Carlos's previous experience includes a role at Itau International Securities Inc.

Firm Information

Carlos Villela is currently registered with Bradesco Investments Inc.. Bradesco Investments Inc. is a corporation that was formed on November 14, 1986. The firm is registered with the SEC and in 18 states.

Not reported

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Carlos Villela’s Registration & Firm History

FL

11/22/2021 - Present

Bradesco Investments Inc. (CORAL GABLES FL)

FL

03/23/2015 - 07/12/2021

ITAU INTERNATIONAL SECURITIES INC. (MIAMI FL)

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Licenses & Designations

BC

Issued 02/23/2015

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carlos Alberto Villela.
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