Unclaimed
Priscilla Chor goldenstein is an investment advisor representative with Brasil Plural Investment Advisor LLC. Priscilla has been in the industry since August 2019. Priscilla is registered in California, Connecticut, Florida, Massachusetts, New York, and Washington. Priscilla also holds the Series 63, Series 65, Series 7TO and SIE licenses.
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.
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
NY
03/31/2021 - Present
Brasil Plural Investment Advisor LLC (NEW YORK NY)
IA
Issued 02/06/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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