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Pedro Alberto Gonzalez hernandez

Osaic Institutions, Inc.

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About Pedro Alberto Gonzalez hernandez

Pedro Alberto Gonzalez hernandez is a financial professional with over three years of experience in the financial services industry. Pedro Alberto is currently registered with Osaic Institutions, Inc. in New York, NY. Prior to joining Osaic Institutions, Inc., Pedro Alberto worked at BA SECURITIES, LLC in W. CONSHOHOCKEN, PA, UBS SECURITIES LLC in New York, NY and BBVA SECURITIES INC. in New York, NY. Pedro Alberto holds Series 63, 79TO and 7TO securities licenses.

Firm Information

Pedro Gonzalez hernandez is currently registered with Osaic Institutions, Inc.. Osaic Institutions, Inc. is a Corporation headquartered in MERIDEN, CT, United States. The firm was formed on 1993-04-07 and is registered with the SEC and in 53 states. Osaic Institutions, Inc. provides financial planning, pension consulting, educational seminars, and other advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and high net worth individuals. The firm manages approximately $3,626,644,800 in assets and has over 1,700 licensed agents, investment adviser representatives, and registered representatives.
Osaic Institutions, Inc.

538 PRESTON AVENUE

MERIDEN, CT 06450-4858

$3.63B

Assets Under Management

25

Total Clients

641

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitation services for other advisers

Solicitation services for other advisers

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Pedro Gonzalez hernandez’s Registration & Firm History

NY

09/03/2024 - Present

Osaic Institutions, Inc. (New York NY)

PA

06/05/2023 - 09/01/2023

BA SECURITIES, LLC (W. CONSHOHOCKEN PA)

NY

01/08/2021 - 05/12/2023

UBS SECURITIES LLC (NEW YORK NY)

NY

01/25/2020 - 01/04/2021

BBVA SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/07/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/09/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/25/2020

Series 7TO - General Securities Representative Examination

BC

Issued 11/07/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pedro Alberto Gonzalez hernandez.
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