Unclaimed Profile

Marcelo Aagesen

ITAU INTERNATIONAL SECURITIES INC.·MIAMI, Florida

SIE, Series 7, Series 24, Series 57CFAClean recordITAU INTERNATIONAL SECURITIES INC.

200 S. BISCAYNE BLVD, MIAMI, FL 33131CRD# 6905674Firm CRD# 144769

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marcelo Aagesen · MIAMI, FL

Registration

CRD #6905674 · ITAU INTERNATIONAL SECURITIES INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 57

Registration record

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ITAU INTERNATIONAL SECURITIES INC.

CRD 144769 · SEC 801-112301

AUM

$65M

Regulatory assets under management

Employees

31 client accounts

Services offered by ITAU INTERNATIONAL SECURITIES INC.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at ITAU INTERNATIONAL SECURITIES INC. →

Introduction

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Frequently Asked Questions

What services does Marcelo Aagesen offer?

Marcelo Aagesen specializes in Investment Management, Retirement Planning. Contact their office in MIAMI, Florida for a consultation.

What are Marcelo Aagesen's credentials?

Marcelo Aagesen holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Marcelo Aagesen located?

Marcelo Aagesen is based in MIAMI, Florida, working with ITAU INTERNATIONAL SECURITIES INC.. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Marcelo Aagesen charge for services?

Marcelo Aagesen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ITAU INTERNATIONAL SECURITIES INC.?

ITAU INTERNATIONAL SECURITIES INC. has approximately 20 employees and manages $65M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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