Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Italo? Claim Your ProfileItalo Raffaele Acuna is a financial professional registered with Goldman Sachs & Co. LLC, located in Houston, TX. Italo has over two years of experience in the financial industry, having previously worked at Perealla Weinberg Partners LP and Tudor, Pickering, Holt & Co. Securities, LLC, also in Houston. Italo holds the Series 63, Series 79TO, and SIE licenses. Italo's areas of expertise include investment banking, portfolio management for individuals and businesses, and financial planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
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.
Execution charges, custody, management fee
1
2
TX
08/06/2021 - Present
Goldman Sachs & Co. LLC (HOUSTON TX)
TX
01/04/2021 - 07/16/2021
PERELLA WEINBERG PARTNERS LP (Houston TX)
TX
08/02/2019 - 07/16/2021
TUDOR, PICKERING, HOLT & CO. SECURITIES, LLC (HOUSTON TX)
TX
08/02/2019 - 01/04/2021
TUDOR PICKERING HOLT & CO ADVISORS LP (HOUSTON TX)
BC
Issued 08/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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