Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanna? Claim Your ProfileJoanna Oliveira is an investment advisor representative registered with BTG Pactual Asset Management US, LLC. Joanna is also registered with the state of New York and Florida. Joanna has been in the securities industry since July 2021. Joanna works with individuals, corporations, and pooled investment vehicles. The firm manages assets for high net worth individuals, corporations, pooled investment vehicles, and sovereign wealth funds and foreign official institutions.
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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NY
11/15/2024 - Present
BTG Pactual Asset Management US , LLC (NEW YORK NY)
Active
Inactive
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