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Carlos Eduardo De souza fernandes

Itau International Securities Inc.

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About Carlos Eduardo De souza fernandes

Carlos Eduardo De souza fernandes is a licensed investment advisor with Itau International Securities Inc. Carlos Eduardo De souza fernandes has been in the industry since 2018 and is registered with the state of Florida. He has Series 7, Series 57, and SIE licenses and is currently affiliated with Itau International Securities Inc.

Firm Information

Carlos De souza fernandes is currently registered with Itau International Securities Inc.. Itau International Securities Inc. is a corporation registered with the SEC and in five states. Founded in 2007, the firm provides investment advisory services for individuals, pooled investment vehicles, and businesses. They offer portfolio management services and operate a wrap fee program. Itau International Securities Inc. manages approximately $59,632,307 in regulatory assets under management for 31 clients, including 14 high-net-worth individuals and 13 corporations.

$59.63M

Assets Under Management

Not reported

Total Clients

36

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Carlos De souza fernandes’s Registration & Firm History

FL

04/09/2018 - Present

Itau International Securities Inc. (MIAMI FL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2018

Series 7 - General Securities Representative Examination

BC

Issued 04/09/2018

Series 57 - Securities Trader Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carlos Eduardo De souza fernandes.
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