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Joao pedro Gil valentim dos santos

CRC-IB

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About Joao pedro Gil valentim dos santos

Joao pedro Gil valentim dos santos is an investment banking professional with experience in the financial services industry. Joao pedro Gil valentim dos santos is currently registered with CRC-IB, where they have been employed since October 31, 2022. Joao pedro Gil valentim dos santos holds the Series 63, Series 79TO and SIE licenses and is registered in California and New York.

Firm Information

Joao pedro Gil valentim dos santos is currently registered with CRC-IB. CRC-IB is a Limited Liability Company formed on January 14, 2011, and is registered in 36 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

16

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.

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.

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Joao pedro Gil valentim dos santos’s Registration & Firm History

NY

10/31/2022 - Present

CRC-IB (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/03/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/31/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/24/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joao pedro Gil valentim dos santos.
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