Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fabricio? Claim Your ProfileFabricio Pinheiro de Oliveira is a registered investment advisor representative with XP Advisory US, Inc. Fabricio has been in the industry since 2014. Fabricio is licensed in Florida and has passed the Series 66, Series 7TO, and SIE exams. Fabricio also has experience working for other financial institutions including XP Investimentos, Itaú Unibanco, Mirae Asset (Brasil), Banco Santander (Brasil), and Orama. Fabricio can provide financial planning, selection of other advisers, and portfolio management services 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consolidation/reporting 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.
Percentage of assets under consolidation
1
2
FL
07/30/2024 - Present
XP Advisory US, Inc. (MIAMI FL)
BOTH
Issued 07/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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