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Patricia Amelia Perdomo

Pimco Investments LLC

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About Patricia Amelia Perdomo

Patricia Amelia Perdomo is a financial advisor with over 16 years of experience in the industry. Patricia is currently registered with Pimco Investments LLC and has been with the firm since November 1, 2012. Previously, Patricia worked at Blackrock Investments, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., and Citicorp Investment Services. Patricia holds the Series 3, 7, 24, 63, and 65 licenses. Patricia is registered in five states: California, Florida, New Jersey, New York, and Texas.

Firm Information

Patricia Perdomo is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Patricia Perdomo’s Registration & Firm History

FL

11/01/2012 - Present

Pimco Investments LLC (Miami FL)

NJ

10/07/2009 - 09/14/2012

BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)

NY

03/05/2008 - 06/08/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

05/29/2007 - 01/07/2008

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

09/08/2005 - 05/29/2007

CITICORP INVESTMENT SERVICES (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/25/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/28/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/27/2024

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2019

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricia Amelia Perdomo.
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