Unclaimed
Renato De Freitas Bisconcini is an investment advisor representative with BTG Pactual Asset Management US , LLC. Renato has been in the industry since March 22, 2016 and has a Series 66, Series 7, and SIE. Renato is registered to provide investment advice in 50 states. Renato previously worked at Morgan Stanley.
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.
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2
NY
01/16/2024 - Present
BTG Pactual Asset Management US , LLC (NEW YORK NY)
FL
02/03/2016 - 07/18/2023
MORGAN STANLEY (Miami FL)
BOTH
Issued 03/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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