Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renata? Claim Your ProfileRenata Benghira-lima is a financial advisor with over 10 years of experience in the industry. She is currently registered with Boreal Capital Management LLC, which is a registered investment advisor. Previously, Renata was affiliated with EFG Capital International, where she had a similar role. Renata has passed both the Series 7 and Series 66 exams and holds a SIE certification. Her specializations include portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
1
2
FL
08/14/2020 - Present
Boreal Capital Management LLC (MIAMI FL)
FL
06/06/2017 - 08/10/2020
EFG CAPITAL INTERNATIONAL (MIAMI FL)
FL
10/05/2006 - 07/30/2009
EFG CAPITAL INTERNATIONAL (MIAMI FL)
BOTH
Issued 04/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Renata Benghira-lima is the right advisor for you? Invested Better is here to help.
