Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Fonseca de Macedo is an Investment Advisor Representative who has been in the industry since July 14, 2024. Lucas is currently registered with BTG Pactual Asset Management US, LLC, and has been with the firm since November 2024. Lucas has passed the Series 7TO and SIE exams. Lucas is registered in Florida and New York. Lucas has experience in portfolio management for individuals, businesses, and 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
11/15/2024 - Present
BTG Pactual Asset Management US , LLC (NEW YORK NY)
BC
Issued 07/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/10/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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