Unclaimed
Ricardo Lutfalla is a financial advisor with Btg Pactual Us Capital, Llc. Ricardo has been in the industry since 2003. Ricardo has passed the Securities Industry Essentials Examination and General Securities Representative Examination. Prior to joining Btg Pactual Us Capital, Llc, Ricardo worked at UBS Securities LLC and Pactual Capital Corporation.
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.
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.
1
2
NY
03/08/2010 - Present
BTG Pactual US Capital, LLC (NEW YORK NY)
NY
03/27/2008 - 10/07/2009
UBS SECURITIES LLC (NEW YORK NY)
NY
06/01/2006 - 12/01/2006
PACTUAL CAPITAL CORPORATION (NEW YORK NY)
NY
08/29/2003 - 06/08/2004
PACTUAL CAPITAL CORPORATION (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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