Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sofia? Claim Your ProfileSofia Viotto brandao is a financial advisor with PFS Investments Inc. based in Phoenix, AZ. Sofia has been in the financial services industry since 2018. Sofia holds Series 7, Series 3, and SIE licenses.
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.
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.
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2
AZ
08/23/2024 - Present
PFS Investments Inc. (PHOENIX AZ)
FL
09/22/2018 - 12/16/2022
XP INVESTMENTS US, LLC (MIAMI FL)
BC
Issued 04/13/2024
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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