Unclaimed
Daniel Serrulha is a financial professional with over 10 years of experience in the industry. Daniel is currently registered with Banco Do Brasil Securities LLC and holds the Series 63, Series 7 and SIE licenses. Daniel has prior experience with IDB Capital Corp. Daniel is registered in 13 states and is a licensed agent for Banco Do Brasil Securities LLC.
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.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
FL
12/18/2017 - Present
Banco DO Brasil Securities LLC (MIAMI FL)
FL
08/10/2012 - 11/29/2017
IDB CAPITAL CORP. (AVENTURA FL)
BC
Issued 12/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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