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Diana Isabella Cortes

Itau International Securities Inc.

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About Diana Isabella Cortes

Diana Cortes is a registered representative with Itau International Securities Inc. Diana has been in the industry since 2021 and has passed the Securities Industry Essentials Examination and the Operations Professional Examination. Diana has worked at Itau International Securities Inc. since August 2021. Itau International Securities Inc. is a registered investment advisor firm.

Firm Information

Diana Cortes is currently registered with Itau International Securities Inc.. Itau International Securities Inc. is a corporation registered with the SEC and in five states. Founded in 2007, the firm provides investment advisory services for individuals, pooled investment vehicles, and businesses. They offer portfolio management services and operate a wrap fee program. Itau International Securities Inc. manages approximately $59,632,307 in regulatory assets under management for 31 clients, including 14 high-net-worth individuals and 13 corporations.

$59.63M

Assets Under Management

Not reported

Total Clients

36

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Diana Cortes’s Registration & Firm History

FL

08/28/2021 - Present

Itau International Securities Inc. (MIAMI FL)

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Licenses & Designations

BC

Issued 08/28/2021

Series 99TO - Operations Professional Examination

BC

Issued 07/31/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Diana Isabella Cortes.
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