Unclaimed
Pedro Rezende is a registered investment advisor representative with XP Advisory US, Inc. Pedro Rezende has been in the industry since 2021. Pedro Rezende has passed the Series 7TO, Series 66, and SIE exams. Pedro Rezende is registered in 14 states including California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Massachusetts, Michigan, New Jersey, New York, Pennsylvania, and Texas. Pedro Rezende has a current registration with FINRA as a registered representative and with the state of Florida.
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
03/25/2024 - Present
XP Advisory US, Inc. (MIAMI FL)
BOTH
Issued 03/14/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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