Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcello? Claim Your ProfileMarcello De Oliveira Fonseca is a registered investment advisor representative with XP Advisory US, Inc. Marcello has been in the industry since 2019 and is licensed in Florida. Marcello works with individuals, corporations, and pooled investment vehicles. Marcello holds both Series 7TO and Series 66 licenses.
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
01/05/2023 - Present
XP Advisory US, Inc. (MIAMI FL)
BOTH
Issued 12/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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