Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lilian? Claim Your ProfileLilian Carla souza Lazarini ferreira is a registered representative with Itau International Securities Inc., a firm based in MIAMI, FL. Lilian has been in the industry since June 2019. Lilian holds Series 7TO, SIE, and Series 63 licenses and is registered in California, Connecticut, Florida, New York, and Texas. Lilian specializes in providing investment advice to high-net-worth individuals, corporations, and pooled investment vehicles. The firm offers a range of services, including financial planning, portfolio management for individuals and pooled investment vehicles, and family office services.
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.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
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
06/15/2019 - Present
Itau International Securities Inc. (MIAMI FL)
BC
Issued 05/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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