Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pablo? Claim Your ProfilePablo Francisco Sada is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the securities industry since March 20, 2005. Previously, Pablo Francisco Sada was registered with ACTINVER SECURITIES, INC. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Pablo Francisco Sada is licensed in Texas and has a total of 13 approved registrations including 1 IA registration. Pablo Francisco Sada specializes in providing investment advice to high-net-worth individuals, corporations, pension plans, charitable organizations, insurance companies, and banking institutions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
TX
07/06/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MCALLEN TX)
TX
04/24/2009 - 05/05/2010
ACTINVER SECURITIES, INC. (SAN ANTONIO TX)
TX
01/17/2005 - 04/21/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
BC
Issued 10/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 1/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/8/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/23/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Pablo Sada is the right advisor for you? Invested Better is here to help.
