Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luiz? Claim Your ProfileLuiz Felipe Santos franca is a registered representative and investment advisor representative with XP Advisory US, Inc. based in Miami, Florida. Luiz has been in the industry since July 2021 and has experience with both individuals and pooled investment vehicles. Luiz is registered in California, Delaware, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York and South Carolina.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consolidation/reporting 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.
Percentage of assets under consolidation
1
2
FL
07/20/2022 - Present
XP Advisory US, Inc. (MIAMI FL)
BOTH
Issued 07/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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