Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Carlos sequeira Goncalves matias monteiro is a financial professional with over 9 years of experience in the industry. Manuel Carlos sequeira Goncalves matias monteiro is a registered representative with Itau International Securities Inc. Manuel Carlos sequeira Goncalves matias monteiro has a Series 24, SIE, and Series 7 license. Manuel Carlos sequeira Goncalves matias monteiro is registered with the state of Florida. Manuel Carlos sequeira Goncalves matias monteiro specializes in portfolio management for individuals 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.
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.
1
2
FL
03/21/2014 - Present
Itau International Securities Inc. (MIAMI FL)
BC
Issued 12/20/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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