Unclaimed
Renato Bersano rizzatti is an Investment Advisor with BTG Pactual Asset Management US, LLC. Renato has been in the financial services industry since 2009. Prior to joining BTG Pactual, Renato worked at Morgan Stanley. Renato holds the Series 7, Series 63, and Series 65 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.
Earned based on transactions or products sold.
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
NY
05/21/2024 - Present
BTG Pactual Asset Management US , LLC (NEW YORK NY)
FL
10/28/2011 - 09/13/2023
MORGAN STANLEY (Miami FL)
FL
04/12/2010 - 11/09/2011
BNP PARIBAS INVESTMENT SERVICES, LLC (MIAMI FL)
FL
05/06/2009 - 04/13/2010
ITAU EUROPA SECURITIES INC. (MIAMI FL)
IA
Issued 10/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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