Unclaimed
Marta Borges Cannis is an Investment Advisor with BTG Pactual Asset Management US, LLC, with over 14 years of experience in the financial services industry. Marta is registered as a Registered Representative in 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.
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2
NY
09/26/2024 - Present
BTG Pactual Asset Management US , LLC (NEW YORK NY)
FL
06/28/2010 - 10/05/2021
BANCO DO BRASIL SECURITIES LLC (MIAMI FL)
BC
Issued 07/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2022
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 05/20/2013
Series 4 - Registered Options Principal Examination
BC
Issued 11/10/2011
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 06/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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