Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pablo? Claim Your ProfilePablo Sotomayor is a financial advisor with Corient, a registered investment advisor. Pablo is a Series 65, 63 and 7 licensed advisor with over 15 years of experience in the financial services industry. Previously, Pablo worked at Intercontinental Asset Management Group, LTD. Pablo is registered in Texas as an Investment Advisor Representative. Pablo’s expertise covers a wide range of financial planning and investment services, including portfolio management, financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers and portfolio management for individuals, businesses and pooled investment vehicles.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
08/01/2023 - Present
Corient (MIAMI FL)
TX
06/03/2011 - 06/29/2021
INTERCONTINENTAL ASSET MANAGEMENT GROUP, LTD. (SAN ANTONIO TX)
IA
Issued 07/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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