Unclaimed
Renata Spinardi is a registered representative with Banco Do Brasil Securities LLC, a firm that provides investment advisory services. Renata has been in the industry since 2010 and has experience with various financial products and services. She has passed the Series 7, Series 66, SIE and Series 99TO exams, demonstrating her expertise in the field.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
11/21/2018 - Present
Banco DO Brasil Securities LLC (MIAMI FL)
FL
08/27/2014 - 04/27/2018
SAFRA SECURITIES LLC (AVENTURA FL)
NY
06/27/2012 - 07/07/2014
WELLS FARGO SECURITIES, LLC (NEW YORK NY)
NY
08/20/2009 - 06/29/2012
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 12/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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