Unclaimed
Pedro Alfredo Gonzalez is a financial advisor with Eagle Strategies LLC, based in Frisco, Texas. Pedro has been in the financial services industry since 2006. His current registrations include the Series 66 (Uniform Combined State Law Examination) and Series 24 (General Securities Principal Examination). Pedro specializes in financial planning, pension consulting, and portfolio management for individuals. Pedro is also licensed to sell insurance products.
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.
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.
1
2
TX
01/23/2024 - Present
Eagle Strategies LLC (FRISCO TX)
TX
04/22/2006 - 07/11/2019
TD AMERITRADE, INC. (Southlake TX)
TX
03/29/2006 - 04/22/2006
AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 1/19/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/16/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Pedro Gonzalez is the right advisor for you? Invested Better is here to help.