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Marie Thersy Santana martinez

Banco DO Brasil Securities LLC

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About Marie Thersy Santana martinez

Marie Thersy Santana martinez is a financial professional with over 12 years of experience in the industry. Marie is currently registered with Banco do Brasil Securities LLC. She has held various positions, including roles at BAC Florida Investments and Banco Do Brasil Securities LLC. Her expertise spans a variety of areas, including securities and investment advisory services. Marie holds numerous industry licenses and designations, including Series 63, Series 7, Series 14, Series 24, and Series 99TO.

Firm Information

Marie Santana martinez is currently registered with Banco DO Brasil Securities LLC. Banco do Brasil Securities LLC is a Limited Liability Company formed in July 1995 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm provides portfolio management for individuals and participates in wrap fee programs. They have 9 registered representatives and investment advisory representatives.

Not reported

Assets Under Management

Not reported

Total Clients

13

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Marie Santana martinez’s Registration & Firm History

FL

03/21/2014 - Present

Banco DO Brasil Securities LLC (MIAMI FL)

FL

10/03/2013 - 03/15/2014

BAC FLORIDA INVESTMENTS (CORAL GABLES FL)

FL

01/05/2011 - 09/30/2013

BANCO DO BRASIL SECURITIES LLC (MIAMI FL)

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Licenses & Designations

BC

Issued 02/28/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 12/15/2015

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marie Thersy Santana martinez.
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