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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Nunes is an active investment advisor representative and investment advisor representative for BTG Pactual Asset Management US, LLC. Daniel has a long and successful career in the industry, and currently holds licenses in 49 states for Broker-Dealer activities and 2 states for Investment Advisor activities. Daniel has been in the industry since 2014, and has worked at several prestigious financial institutions including UBS Financial Services Inc, Morgan Stanley and Credit Suisse Securities. Daniel is also a Series 30 (NFA Branch Manager) Principal and has passed the Securities Industry Essentials Examination (SIE) and the General Securities Representative Examination (Series 7). Daniel has extensive experience in portfolio management for individuals, businesses, and pooled investment vehicles. Daniel's specialties include asset allocation, portfolio construction, and investment management. Daniel has a strong track record of success, and is committed to providing his clients with the highest level of service.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
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.
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2
NY
04/24/2024 - Present
BTG Pactual Asset Management US , LLC (NEW YORK NY)
FL
10/27/2020 - 04/12/2022
UBS FINANCIAL SERVICES INC. (CoralGables FL)
FL
05/11/2016 - 10/30/2020
MORGAN STANLEY (MIAMI FL)
NY
07/15/2014 - 05/12/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BOTH
Issued 11/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2012
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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