Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mauricio? Claim Your ProfileMauricio De Freitas Leite is a registered investment advisor representative with BTG Pactual Asset Management US, LLC. Mauricio holds a Series 7TO, Series 66, and SIE license and has been in the industry for 10 years. Mauricio is registered with the state of Florida and New York, and holds a Series 7TO license. Mauricio has a strong background in financial services and is committed to providing his clients with the highest level of service. Mauricio specializes in 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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NY
07/15/2024 - Present
BTG Pactual Asset Management US , LLC (NEW YORK NY)
BOTH
Issued 06/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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