Unclaimed
Joao vitor Costa percia is an Investment Advisor at BTG Pactual Asset Management US, LLC. Joao vitor has been in the industry since June 2023, with prior experience at Banco BTG Pactual S.A.. Joao vitor has been registered with FINRA since January 2025 and is currently licensed in 49 states and the District of Columbia, as well as Puerto Rico and the Virgin Islands. Joao vitor holds the Series 63, Series 7TO, Series 57TO, and SIE licenses. Joao vitor specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Pooled Investment Vehicles.
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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2
FL
01/27/2025 - Present
BTG Pactual Asset Management US , LLC (Miami FL)
BC
Issued 08/02/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2024
Series 57TO - Securities Trader Exam
BC
Issued 06/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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