Unclaimed
Otavio Sardinha is a financial advisor currently working at Bradesco Investments Inc. with experience in the financial services industry since 2013. Otavio Sardinha has been registered with FINRA since 2012 and holds Series 7, Series 24 and Series 63 licenses. Otavio Sardinha is currently registered to provide investment advice in Florida, Georgia, Texas, and the District of Columbia. Otavio Sardinha previously worked at Bolton Global Capital, XP Investments US, LLC and Banco do Brasil Securities LLC.
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.
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.
1
2
FL
11/23/2021 - Present
Bradesco Investments Inc. (CORAL GABLES FL)
FL
04/27/2020 - 11/16/2021
BOLTON GLOBAL CAPITAL (Miami FL)
FL
02/12/2016 - 02/27/2020
XP INVESTMENTS US, LLC (MIAMI FL)
FL
01/16/2015 - 02/10/2016
BANCO DO BRASIL SECURITIES LLC (MIAMI FL)
FL
06/18/2013 - 02/25/2014
BANCO DO BRASIL SECURITIES LLC (MIAMI FL)
FL
06/05/2013 - 07/03/2013
INTERTRADING USA SECURITIES, INC. (MIAMI FL)
FL
11/07/2012 - 06/03/2013
BANIF SECURITIES INC (MIAMI FL)
BC
Issued 07/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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