Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodrigo? Claim Your ProfileRodrigo Bechelany Ramalho Ortigao is a financial advisor with over 10 years of experience in the industry. Rodrigo is currently registered with Stifel, Nicolaus & Company, Inc. in Connecticut and New York and has previously worked with BERENBERG CAPITAL MARKETS LLC, XP SECURITIES, LLC, and BRASIL PLURAL SECURITIES LLC. Rodrigo holds Series 63, SIE, and Series 7 licenses and is well-equipped to help clients with their financial needs.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
01/09/2023 - Present
Stifel, Nicolaus & Company, Inc. (STAMFORD CT)
NY
09/06/2016 - 11/09/2022
BERENBERG CAPITAL MARKETS LLC (NEW YORK NY)
NY
10/07/2015 - 02/08/2016
XP SECURITIES, LLC (NEW YORK NY)
NY
12/15/2014 - 08/03/2015
XP SECURITIES, LLC (NEW YORK NY)
NY
08/22/2012 - 03/24/2014
BRASIL PLURAL SECURITIES LLC (NEW YORK NY)
BC
Issued 12/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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