Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hugo? Claim Your ProfileHugo Azpeitia pedroza is a registered investment advisor representative with Tiaa-Cref Individual & Institutional Services, LLC. Hugo is based in Frisco, Texas, and has been in the securities industry since March 5, 2015. Hugo is licensed to provide advisory services in 52 states, as well as the District of Columbia and Puerto Rico. Hugo is also registered with FINRA and has passed the Series 6, 7, 63 and 66 exams.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
10/19/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BOTH
Issued 10/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Hugo Azpeitia pedroza is the right advisor for you? Invested Better is here to help.
