Fernando Costa (CRD# 6778925) is an Investment Advisor Representative working at Xp Advisory Us, Inc. in Miami, FL and has over 6 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Xp Securities LLC | Miami, FL | Mar 2017 - Current | 7 |
| Xp Investimentos Cctvm S/a | Sao Paulo, | Jul 2015 - Mar 2017 | 1 |
| Goldman Sachs | Sao Paulo, | Aug 2014 - Jul 2015 | < 1 |
| Yamana Gold | Sao Paulo, | Apr 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- FL
-
Total Assets Under Management1,534MILLIONS
-
Total Number of Accounts484ACCOUNTS
-
Average Account Value$3,169,628
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
FL, NY, WY
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