Unclaimed
Phillipe Savoia is a registered investment advisor representative with Galapagos Advisory LLC in Miami, FL. Phillipe has been in the industry since 2014 and has worked for several firms including Int'l FCStone Financial Inc., Brasil Plural Securities LLC, and Andbanc Brokerage LLC. Phillipe is a Series 66, Series 57TO, Series 55, and Series 7 licensed advisor.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
09/26/2022 - Present
Galapagos Advisory LLC (MIAMI FL)
FL
04/13/2020 - 09/09/2022
ANDBANC BROKERAGE, LLC (MIAMI FL)
FL
09/14/2018 - 04/13/2020
BRASIL PLURAL SECURITIES LLC (Miami FL)
FL
04/11/2014 - 01/22/2018
INTL FCSTONE FINANCIAL INC. (MIAMI FL)
BOTH
Issued 08/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2014
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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