Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erick? Claim Your ProfileErick Saiz is a registered representative with Itau International Securities Inc. Erick has been in the industry since December 2015 and has held previous roles at Insigneo Securities, LLC and Miura Capital, LLC. Erick is licensed in Florida and holds Series 7, Series 99, and SIE licenses. He has experience working with high-net-worth individuals, corporations, and pooled investment vehicles. Erick specializes in providing family office services and portfolio management for individuals 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.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
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
07/05/2024 - Present
Itau International Securities Inc. (MIAMI FL)
FL
11/28/2022 - 01/04/2024
INSIGNEO SECURITIES, LLC (MIAMI FL)
FL
06/01/2015 - 11/25/2022
MIURA CAPITAL, LLC (MIAMI FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2015
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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