linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeferson Munhoz Moreira

Banco DO Brasil Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeferson? Claim Your Profile

About Jeferson Munhoz Moreira

Jeferson Munhoz Moreira is a registered representative with Banco do Brasil Securities LLC. Jeferson has been working in the industry since August 14, 2006 and has held positions at several firms including Bulltick, LLC, ANDBANC Brokerage, LLC, TOV Capital Markets, Inc. and Banif Securities Inc. Jeferson is a licensed principal with FINRA and is licensed in the state of Florida. Jeferson provides investment advice to individuals.

Firm Information

Jeferson Moreira is currently registered with Banco DO Brasil Securities LLC. Banco do Brasil Securities LLC is a Limited Liability Company formed in July 1995 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm provides portfolio management for individuals and participates in wrap fee programs. They have 9 registered representatives and investment advisory representatives.

Not reported

Assets Under Management

Not reported

Total Clients

13

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeferson Moreira’s Registration & Firm History

FL

12/07/2021 - Present

Banco DO Brasil Securities LLC (MIAMI FL)

FL

05/29/2015 - 11/29/2021

BULLTICK, LLC (MIAMI FL)

FL

09/03/2014 - 06/04/2015

ANDBANC BROKERAGE, LLC (MIAMI FL)

FL

04/30/2013 - 08/01/2014

TOV CAPITAL MARKETS, INC. (MIAMI FL)

NY

07/07/2006 - 06/12/2013

BANIF SECURITIES INC (NEW YORK NY)

Not sure if Jeferson Munhoz Moreira is right for you?

Licenses & Designations

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 12/17/2007

Series 24 - General Securities Principal Examination

BC

Issued 07/23/2007

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/19/2007

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeferson Munhoz Moreira.
Not sure if Jeferson Munhoz Moreira is right for you?