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Marcos Vinicius Costa

Bradesco Investments Inc.

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About Marcos Vinicius Costa

Marcos Vinicius Costa is a financial advisor at Bradesco Investments Inc. in Coral Gables, Florida. Marcos has been in the industry since June 10, 2017. Marcos is a Series 7 and SIE licensed professional. Marcos is registered with the state of Florida and the FINRA. Marcos previously worked at UBS Financial Services Inc., Citi International Financial Services LLC, and Citigroup Global Markets Inc.

Firm Information

Marcos Costa is currently registered with Bradesco Investments Inc.. Bradesco Investments Inc. is a corporation that was formed on November 14, 1986. The firm is registered with the SEC and in 18 states.

Not reported

Assets Under Management

Not reported

Total Clients

27

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.

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.

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Marcos Costa’s Registration & Firm History

FL

10/05/2021 - Present

Bradesco Investments Inc. (CORAL GABLES FL)

TN

03/04/2021 - 09/23/2021

UBS FINANCIAL SERVICES INC. (NASHVILLE TN)

FL

04/12/2017 - 10/27/2020

CITI INTERNATIONAL FINANCIAL SERVICES LLC (MIAMI FL)

FL

01/24/2017 - 05/05/2017

CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marcos Vinicius Costa.
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