Unclaimed
Camilo Pardo is a financial advisor with over 23 years of experience in the industry. Camilo is registered with Cetera Investment Advisers LLC and holds Series 6, Series 66 and SIE licenses. Camilo has a background in tax and accounting and is the owner of Pardo & Associates, CPA, LLC. Camilo is registered with the state of California, Florida, New Jersey, and New York and has been registered with the state of New Jersey since October 24, 2005.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
10/24/2005 - Present
Cetera Investment Advisers LLC (SECAUCUS NJ)
NJ
07/21/1999 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
BOTH
Issued 12/28/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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