Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luiza? Claim Your ProfileLuiza Alckmin j schmidt resende is an investment advisor representative registered with XP Advisory US, Inc.. Luiza has been in the industry since September 15, 2021 and holds the Series 7TO, Series 66 and SIE exams. Luiza provides investment advisory services to individuals, pooled investment vehicles, and corporations or other businesses. Luiza Alckmin j schmidt resende is registered with the state of Florida.
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
01/07/2025 - Present
XP Advisory US, Inc. (MIAMI FL)
BOTH
Issued 11/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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