Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paulo guilherme? Claim Your ProfilePaulo guilherme Pezzi gitz is an investment advisor representative with XP Advisory US, Inc. Paulo guilherme Pezzi gitz has been in the industry since 2020 and has experience providing investment advice to individuals, businesses and pooled investment vehicles. Paulo guilherme Pezzi gitz holds the Series 7TO and SIE licenses and is a Chartered Financial Analyst. Paulo guilherme Pezzi gitz is registered with the state of Florida as an investment advisor representative.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consolidation/reporting services
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.
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.
Percentage of assets under consolidation
1
2
FL
09/10/2020 - Present
XP Advisory US, Inc. (MIAMI FL)
BC
Issued 03/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Paulo guilherme Pezzi gitz is the right advisor for you? Invested Better is here to help.
