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AJ

Aloysio M. Jordao

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CRD#: 4639748
AJ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Aloysio Motta Jordao was a registered financial professional .

Aloysio is a previously registered financial professional and started their career in finance in 2003. Aloysio had worked at 3 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 1, 2008 - July 31, 2013

BANCO VOTORANTIM SECURITIES, INC.

BD
CRD#: 139788
NEW YORK, NY
Past

March 24, 2006 - January 31, 2008

AGORA SECURITIES CORP.

BD
CRD#: 137317
NEW YORK, NY
Past

August 7, 2003 - December 15, 2004

FTC CAPITAL MARKETS, INC.

BD
CRD#: 125805
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/7/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BV
BANCO VOTORANTIM SECURITIES, INC.
BANCO VOTORANTIM SECURITIES, INC.

CRD#: 139788 / SEC#: , 8-67258

BD
Terminated by SEC on 07/03/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 03/06/2006
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BANCO VOTORANTIM S.A.PARENT
AZEVEDO, ALVARO JORGE FONTES DEDIRECTOR6077909
BONZANINI, PAULO EUCLIDESDIRECTOR6739868
BRITTO, FELIPE BULCAO L.CCO4287953
BRITTO, FELIPE BULCAO L.PRESIDENT, CEO4287953
DOS SANTOS, ELCIO JORGEDIRECTOR6736517
FAJNZYLBER, RICARDO ABRAHAODIRECTOR6741022
PORTNOFF, DAVID ROSSFINOP, CFO2977967

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BANCO VOTORANTIM SECURITIES, INC.

CRD#: 139788

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