Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pablo? Claim Your ProfilePablo Ulises Rodriguez de almeida is an active registered representative with Vistia Capital, LLC. Pablo has been in the industry for 10 years and holds the following licenses: Series 63, Series 24, Series 99TO, Series 82TO, and SIE. Pablo has been with Vistia Capital, LLC since 6/16/2021 and has been registered in 51 states. Prior to joining Vistia Capital, LLC, Pablo was a registered representative at PATRICK CAPITAL MARKETS, LLC from 11/8/2019 to 7/2/2021.
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.
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.
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2
CO
06/16/2021 - Present
Vistia Capital, LLC (CASTLE ROCK CO)
CO
11/08/2019 - 07/02/2021
PATRICK CAPITAL MARKETS, LLC (CASTLE ROCK CO)
BC
Issued 12/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/08/2019
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 09/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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