Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniella? Claim Your ProfileDaniella Marcusso De vasconcellos is a financial advisor with over 19 years of experience in the industry. She is currently registered with Safra Securities LLC in Miami, Florida. Daniella has held previous roles with CITI PRIVATE ALTERNATIVES, LLC, CITIGROUP GLOBAL MARKETS INC., BTG PACTUAL US CAPITAL, LLC, J.P. MORGAN SECURITIES LLC, J.P. MORGAN SECURITIES INC., and GOLDMAN, SACHS & CO.. She holds a Series 3, 7, 65 and 66 license.
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.
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2
FL
05/30/2024 - Present
Safra Securities LLC (Miami FL)
FL
08/12/2019 - 04/05/2024
CITI PRIVATE ALTERNATIVES, LLC (Miami FL)
FL
08/12/2019 - 04/05/2024
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
10/01/2015 - 07/05/2019
BTG PACTUAL US CAPITAL, LLC (Miami FL)
FL
10/01/2008 - 11/06/2013
J.P. MORGAN SECURITIES LLC (MIAMI FL)
FL
10/26/2005 - 10/01/2008
J.P. MORGAN SECURITIES INC. (MIAMI FL)
NY
10/18/2001 - 09/21/2004
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 10/31/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2001
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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