Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David gabriel? Claim Your ProfileDavid gabriel Saadi is an Investment Advisor Representative with BTG Pactual Asset Management US, LLC. David has been in the securities industry since 2021. David has a Series 7TO, SIE, 63 and 66. David is registered in California, Delaware, Florida, Georgia, New York. David is also registered as an Investment Advisor Representative in Florida and New York. David has experience with individuals, corporations and pooled investment vehicles.
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
FL
06/04/2024 - Present
BTG Pactual Asset Management US , LLC (Miami FL)
BOTH
Issued 06/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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