Unclaimed
Mariah Ruiz saad is an investment advisor representative who has been in the industry since November 2020. She is currently employed as the Investment Advisor of BTG Pactual Asset Management US, LLC, which is a SEC Registered Investment Adviser and an affiliate of BTG Pactual US Capital, LLC. Mariah Ruiz saad has her Series 7, Series 63, and Series 66 licenses. She is registered to provide investment advice in California, Delaware, Florida, and New York.
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.
1
2
FL
01/13/2023 - Present
BTG Pactual Asset Management US , LLC (Miami FL)
BOTH
Issued 11/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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