Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcelo? Claim Your ProfileMarcelo Cancado passarelli scott is a registered investment advisor representative with XP Advisory US, Inc. Marcelo is also registered as an investment advisor representative in New York and Wyoming. Marcelo has been in the industry since 2018 and has passed the Series 3, SIE, and Series 7 exams. Marcelo is also a registered representative in Florida. Marcelo's areas of specialization include investments, financial planning, and estate planning. Marcelo's current employer is XP Advisory US, Inc. which is based in Miami, 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
11/21/2022 - Present
XP Advisory US, Inc. (MIAMI FL)
BOTH
Issued 11/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2018
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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