Unclaimed
Daniel Passy is a Financial Advisor with BTG Pactual US Capital, LLC. Daniel has been in the securities industry since 2011 and holds Series 4, 7, 24 and 63 licenses. Daniel is registered with FINRA and the Securities Division of the state of Florida and 48 other states.
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.
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.
1
2
FL
04/25/2011 - Present
BTG Pactual US Capital, LLC (Miami FL)
BC
Issued 12/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2022
Series 24 - General Securities Principal Examination
BC
Issued 11/21/2012
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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