Unclaimed
Gilmar Rodrigues de Oliveira is a registered representative with Itau International Securities Inc. with over 1 year of experience in the financial industry. Gilmar has a Series 7, 57, SIE and Series 3 license. Gilmar is registered in Florida. Gilmar's current firm, Itau International Securities Inc., provides financial services to high-net-worth individuals, corporations, and pooled investment vehicles. The firm also provides portfolio management and family office services.
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.
1
2
FL
01/29/2018 - Present
Itau International Securities Inc. (MIAMI FL)
BC
Issued 12/17/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2018
Series 57 - Securities Trader Exam
BC
Issued 08/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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