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Fernando Roberto Lema

Itau International Securities Inc.

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About Fernando Roberto Lema

Fernando Roberto Lema is a registered representative with Itau International Securities Inc. Fernando has been in the industry since January 17, 2024. Fernando holds the Series 7TO and SIE licenses. Fernando is licensed in Florida. Itau International Securities Inc. offers portfolio management services to individuals and pooled investment vehicles.

Firm Information

Fernando Lema 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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Fernando Lema’s Registration & Firm History

FL

01/18/2024 - Present

Itau International Securities Inc. (MIAMI FL)

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Licenses & Designations

BC

Issued 01/18/2024

Series 7TO - General Securities Representative Examination

BC

Issued 09/18/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Fernando Roberto Lema. Review regulatory record here.
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