Unclaimed
Maria Cristina Vergara is a financial advisor with BTG Pactual Asset Management US, LLC. Maria Cristina has been in the industry since 2021 and has a Series 7TO and SIE license. Maria Cristina is a Chartered Financial Analyst and has experience working with clients in the high net worth individual, pooled investment vehicle, and corporations or other businesses categories. Maria Cristina 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.
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
NY
01/20/2023 - Present
BTG Pactual Asset Management US , LLC (NEW YORK NY)
BC
Issued 11/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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