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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria julia? Claim Your ProfileMaria julia Seabra almeida magalhaes is an investment advisor representative with BTG Pactual Asset Management US, LLC located in New York, NY. Maria julia has been in the industry since 2024 and has passed the Series 66, Series 7TO and SIE exams. Maria julia specializes in providing investment advice and portfolio management services to high-net-worth individuals, corporations, and pooled investment vehicles. Maria julia has worked with BTG Pactual US Capital LLC and Thorn Tree Capital Partners, and has previous experience with the University of Pennsylvania Office of Investments and Bank of America.
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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NY
09/18/2024 - Present
BTG Pactual Asset Management US , LLC (NEW YORK NY)
BOTH
Issued 09/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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