Unclaimed
Stephanie Escudeiro cukier is an Investment Advisor at BTG Pactual Asset Management US, LLC, working from the Miami and New York offices. Stephanie has been with BTG Pactual since June 2021, and has a diverse background in finance, including experience with FAAP, PROLAM, and Lynn University. Stephanie holds both Series 66 and Series 63 licenses and has been active in the industry since January 2022.
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.
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2
FL
10/21/2022 - Present
BTG Pactual Asset Management US , LLC (Miami FL)
BOTH
Issued 10/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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