Unclaimed
Rodrigo Carlos Gomes Muller is a financial professional with over 5 years of experience in the industry. Rodrigo is registered as a General Securities Principal with Itau International Securities Inc., a firm that specializes in portfolio management for individuals and pooled investment vehicles. Rodrigo has a strong background in securities, having passed the General Securities Representative Examination (Series 7), the Securities Industry Essentials Examination (SIE), and the General Securities Principal Examination (Series 24).
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.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
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
FL
02/03/2017 - Present
Itau International Securities Inc. (MIAMI FL)
BC
Issued 10/03/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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