Daniela EstimaCRD Number: 6030155
Current Firm: Itau International Securities Inc.
Daniela Estima (CRD# 6030155) is an Investment Advisor Representative working at Itau International Securities Inc. in Miami, FL and has over 10 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Itau International Securities Inc.||Miami, FL||Jul 2018 - Current||4|
|Itau International Securities Inc.||Miami, FL||Dec 2017 - Current||5|
|Itau International Securities||Miami, FL||Jun 2016 - Jul 2018||2|
|Banco Itau International||Miami, FL||Jun 2016 - Jul 2018||2|
|Efg Capital International Corp||Miami, FL||May 2014 - Jun 2016||2|
|Efg Capital Advisors Inc.||Miami, FL||May 2014 - Jun 2016||2|
|Full Time Student||Miami, FL||Jun 2013 - May 2014||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Total Assets Under Management58MILLIONS
Total Number of Accounts31ACCOUNTS
Average Account Value$1,883,063
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
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