Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodrigo? Claim Your ProfileRodrigo Rabello Motta is an investment advisor representative with BTG Pactual Asset Management US, LLC. Rodrigo has been working in the financial services industry since August 2004. Rodrigo is registered with 49 states. Rodrigo is a Series 63, 65, 7 and 26 licensed representative. Rodrigo also has a Series SIE exam. Rodrigo has experience with Citigroup Global Markets Inc., E.S. Financial Services, Inc., IFMG Securities, Inc., Citicorp Investment Services and Southtrust Securities, Inc.
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.
1
2
FL
09/08/2023 - Present
BTG Pactual Asset Management US , LLC (Miami FL)
FL
08/13/2019 - 10/21/2021
BRADESCO BAC FLORIDA INVESTMENTS CORP. (CORAL GABLES FL)
FL
05/11/2010 - 09/16/2019
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
05/11/2006 - 04/27/2010
E.S. FINANCIAL SERVICES, INC. (MIAMI FL)
FL
09/23/2005 - 04/26/2006
IFMG SECURITIES, INC. (FT. LAUDERDALE FL)
NY
09/29/2004 - 09/23/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
AL
07/08/2004 - 09/30/2004
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
IA
Issued 10/06/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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