Unclaimed
Camilo Pardo is a financial advisor currently registered with Cetera Investment Advisers LLC. Camilo has been in the industry since 1999 and has held previous registrations with C. J. M. PLANNING CORP.. Camilo has been with Cetera Investment Advisers LLC since October 2005. Camilo holds Series 6 and Series 66 licenses and is also a Certified Financial Planner. Camilo is a registered Investment Advisor in the state of New Jersey. Camilo has a diverse background and has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, and pension plans. Camilo also owns and operates Pardo & Associates, CPA, LLC.
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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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 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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