linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joao paulo Brum loyola

Itau International Securities Inc.

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

About Joao paulo Brum loyola

Joao paulo Brum loyola is a registered representative with Itau International Securities Inc. Joao paulo Brum loyola is licensed to sell securities in Florida. Joao paulo Brum loyola's license was issued on September 27, 2021. Itau International Securities Inc. is a broker dealer that offers investment advisory services to individuals and pooled investment vehicles. The firm manages over $59,632,307 in assets and has a total of 31 client accounts.

Firm Information

Joao paulo Brum loyola is currently registered with Itau International Securities Inc.. Itau International Securities Inc. is a corporation registered with the SEC and in five states. Founded in 2007, the firm provides investment advisory services for individuals, pooled investment vehicles, and businesses. They offer portfolio management services and operate a wrap fee program. Itau International Securities Inc. manages approximately $59,632,307 in regulatory assets under management for 31 clients, including 14 high-net-worth individuals and 13 corporations.

$59.63M

Assets Under Management

Not reported

Total Clients

36

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.

check

family office services

Family office services

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.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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.

Joao paulo Brum loyola’s Registration & Firm History

FL

09/27/2021 - Present

Itau International Securities Inc. (MIAMI FL)

Not sure if Joao paulo Brum loyola is right for you?

Licenses & Designations

BC

Issued 09/27/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/23/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joao paulo Brum loyola.
Not sure if Joao paulo Brum loyola is right for you?