Unclaimed
Isabella Schmitt Freyre is an Investment Advisor representative with BTG Pactual Asset Management US, LLC. Isabella Schmitt Freyre is a licensed professional with over 7 years of experience in the financial services industry, having worked at BTG Pactual US Capital, LLC, Banco BTG Pactual SA, and BTG Pactual Serv. Financ. SA DTVM. Isabella Schmitt Freyre is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 66, Series 7TO, and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
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
03/03/2023 - Present
BTG Pactual Asset Management US , LLC (Miami FL)
BOTH
Issued 02/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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