Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matheus? Claim Your ProfileMatheus Afonso sofia da silva is an investment advisor registered with BTG Pactual Asset Management US, LLC. Matheus has been in the industry since August 2021. Matheus is registered in 12 states and has passed the Series 66, Series 7, and SIE exams. Matheus is licensed to offer securities and investment advisory services. Matheus's specializations include portfolio management for individuals, businesses, and pooled investment vehicles.
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
FL
01/25/2024 - Present
BTG Pactual Asset Management US , LLC (Miami FL)
BOTH
Issued 02/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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