Unclaimed
Pedro Antonio Valadez is a financial advisor with over 25 years of experience in the industry. Pedro is currently registered with LPL Financial LLC and has held previous registrations with Waddell & Reed and Pruco Securities Corporation. Pedro has a broad range of experience and holds multiple licenses and certifications. Pedro specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Pedro is also registered in 14 states, including Arizona, California, Texas, and Washington.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
11/21/2019 - Present
LPL Financial LLC (SIERRA VISTA AZ)
AZ
07/23/1999 - 08/16/2018
WADDELL & REED (SCOTTSDALE AZ)
NJ
10/02/1992 - 07/29/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 08/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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