Matteo Invernizzi

from Ucapamericas
SEC regulated
Regulated Investment Advisor
Matteo Invernizzi is a financial advisor based in Florida, Miami, with 30 years of experience. Matteo currently works for Ucapamericas. Matteo maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Matteo Invernizzi works at Ucapamericas
Ucapamericas is a financial advisory firm based in Miami, Florida. It currently has approximately $187,579,957 of assets under management and employs about 12 people. Ucapamericas uses a fee structure of a percentage of assets under your management and 12b-1 fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
15 years
Fee structure
A percentage of assets under your management and 12b-1 fees
Office location
1221 Brickell Avenue, Suite 2040, Miami, Florida, 33131

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