Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Fernandes maccagnan is a financial professional with over 2 years of experience in the financial services industry. He is currently registered with Rothschild & Co. US Inc. in New York, NY. Roberto has held previous positions at Liontree Advisors LLC and Deutsche Bank Securities Inc. Roberto holds the Series 63, Series 79TO, and SIE licenses. He is registered in California and New York.
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.
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2
NY
06/18/2024 - Present
Rothschild & Co. US Inc. (NEW YORK NY)
CA
09/01/2021 - 04/19/2024
LIONTREE ADVISORS LLC (San Francisco CA)
NY
10/30/2020 - 08/12/2021
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 11/05/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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