Unclaimed
Felipe De souza perrotti is a registered representative with Brex Treasury LLC. Felipe has been in the industry since February 18, 2021. Felipe is licensed in all 52 states and the District of Columbia. Felipe has passed the Series 7TO, Series 63, and SIE exams. Felipe is a valuable asset to the team at Brex Treasury LLC and is dedicated to providing excellent service to clients.
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.
1
2
UT
02/18/2021 - Present
Brex Treasury LLC (SALT LAKE CITY UT)
BC
Issued 02/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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