Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luiz carlos? Claim Your ProfileLuiz carlos Lopes megna is an investment advisor representative with BTG Pactual Asset Management US, LLC. Luiz carlos has been working in the industry since 2008 and has a Series 7TO, Series 66, and SIE license. Luiz carlos specializes in investments in securities, fixed income, and mutual funds and has a combined total of 49 state registrations. Luiz carlos works from the Miami branch office of the firm.
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
03/06/2023 - Present
BTG Pactual Asset Management US , LLC (NEW YORK NY)
BOTH
Issued 02/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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