Invested Better
Unclaimed

Unclaimed

Unclaimed

Marcela Cristina Da silveira precinoti

Itau International Securities Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Marcela? Claim Your Profile

About Marcela Cristina Da silveira precinoti

Marcela Cristina Da silveira precinoti is a registered representative with Itau International Securities Inc. Marcela is based in MIAMI, FL and has been in the industry since February 2020. Marcela holds the Series 7TO and SIE licenses. Itau International Securities Inc. provides investment advisory services to high-net-worth individuals, corporations, and pooled investment vehicles. They offer portfolio management services, including family office services.

Firm Information

Marcela Da silveira precinoti is currently registered with Itau International Securities Inc.. Itau International Securities Inc. is a corporation registered with the SEC and in five states. Founded in 2007, the firm provides investment advisory services for individuals, pooled investment vehicles, and businesses. They offer portfolio management services and operate a wrap fee program. Itau International Securities Inc. manages approximately $59,632,307 in regulatory assets under management for 31 clients, including 14 high-net-worth individuals and 13 corporations.

$59.63M

Assets Under Management

Not reported

Total Clients

36

Total Financial Advisors

Services Offered

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

family office services

Family office services

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Marcela Da silveira precinoti’s Registration & Firm History

FL

02/28/2020 - Present

Itau International Securities Inc. (MIAMI FL)

Not sure if Marcela Cristina Da silveira precinoti is right for you?

Licenses & Designations

BC

Issued 02/28/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/09/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marcela Cristina Da silveira precinoti.
Not sure if Marcela Cristina Da silveira precinoti is right for you?