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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joao? Claim Your ProfileJoao Augusto Teixeira is an investment advisor representative with PFG Private Wealth Management, LLC. Joao Augusto Teixeira has been in the industry since 2006 and is registered with the state of Florida. Joao Augusto Teixeira has obtained several licenses, including Series 6, 7, 63 and 65. Joao Augusto Teixeira has experience working with individuals, high net worth individuals, and pension and profit-sharing plans. Joao Augusto Teixeira works out of the LUTZ, FL office of the firm. PFG Private Wealth Management, LLC is an SEC registered investment advisor with offices in Lutz, Florida. The firm offers a variety of financial planning and investment management services, including portfolio management for individuals, financial planning, and pension consulting. PFG Private Wealth Management, LLC has over 1000 accounts under management and over $200 million in assets under management.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
FL
05/04/2016 - Present
PFG Private Wealth Management, LLC (LUTZ FL)
FL
04/01/2016 - 04/28/2017
MUTUAL SECURITIES, INC. (Lutz FL)
FL
03/16/2010 - 04/06/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (Lutz FL)
MA
06/23/2006 - 12/09/2009
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
FL
03/27/2006 - 05/22/2006
INTERSECURITIES, INC. (TAMPA FL)
BC
Issued 03/23/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/09/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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