Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcio? Claim Your ProfileMarcio Felipe De almeida batista has been a registered representative for over 9 years, working with clients in Miami, Florida, and across the United States. He has extensive experience in the financial services industry, having held positions at several prominent firms, including Wells Fargo Advisors, LLC, XP Securities, LLC, and currently BTG Pactual Asset Management US, LLC. Marcio holds both a Series 66 and a Series 7 license, demonstrating his commitment to ongoing professional development. Marcio Felipe De almeida batista's expertise in portfolio management for businesses, individuals, and pooled investment vehicles makes him a valuable resource for clients seeking personalized investment guidance and customized financial solutions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
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.
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2
FL
04/24/2024 - Present
BTG Pactual Asset Management US , LLC (Miami FL)
FL
10/25/2019 - 08/22/2022
XP INVESTMENTS US, LLC (MIAMI FL)
FL
08/16/2016 - 10/22/2019
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
11/10/2015 - 08/08/2016
ITAU INTERNATIONAL SECURITIES INC. (MIAMI FL)
FL
11/25/2014 - 07/27/2015
ITAU INTERNATIONAL SECURITIES INC. (MIAMI FL)
BOTH
Issued 04/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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