Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenia? Claim Your ProfileKenia Giordani Borges is an investment advisor representative at BTG Pactual Asset Management US, LLC. Kenia has been in the industry since 2001, and has worked with a variety of firms, including UBS Financial Services Inc., Morgan Stanley, HSBC Securities (USA) Inc., and Merrill Lynch. Kenia is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7, Series 66, and SIE license. Kenia specializes in portfolio management for businesses and individuals, as well as 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
NY
02/15/2024 - Present
BTG Pactual Asset Management US , LLC (NEW YORK NY)
NY
10/23/2020 - 04/12/2022
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
11/04/2016 - 10/30/2020
MORGAN STANLEY (NEW YORK NY)
FL
10/01/2014 - 10/28/2016
HSBC SECURITIES (USA) INC. (MIAMI FL)
FL
09/08/2011 - 09/16/2014
SAFRA SECURITIES LLC (AVENTURA FL)
FL
08/27/2009 - 08/04/2011
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
05/12/2009 - 08/06/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
FL
02/10/2009 - 04/30/2009
WACHOVIA SECURITIES, LLC (CORAL GABLES FL)
FL
05/29/2007 - 02/02/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
05/07/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
NY
07/11/2001 - 06/11/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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