Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Pedroza is a financial advisor with over 17 years of experience in the industry. Manuel is currently registered with LPL Financial LLC in New Mexico and Texas. He is also registered with the state of Arizona, California, Florida, and New Mexico. Manuel offers a wide range of financial services, including financial planning, portfolio management, and insurance. He is committed to providing personalized financial advice to help his clients reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
09/18/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
TX
06/12/2012 - 10/09/2023
VALIC FINANCIAL ADVISORS, INC. (PLANO TX)
TX
11/09/2011 - 06/14/2012
LINCOLN INVESTMENT (EL PASO TX)
TX
03/02/2005 - 09/27/2010
OPTIONSXPRESS, INC. (EL PASO TX)
IA
Issued 12/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2005
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2006
Series 3 - National Commodity Futures Examination
BC
Issued 03/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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