Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pedro? Claim Your ProfilePedro Hero is an Investment Advisor Representative with Mutual Advisors, LLC. Pedro has been working in the financial services industry since 1997. Pedro's expertise includes Financial Planning, Pension Consulting, and Portfolio Management. Pedro also works with individuals and businesses. Pedro has a Series 6, 7, 63 and 65 and is a Certified Financial Planner. Pedro has previously worked with Cetera Advisor Networks LLC, Lincoln Financial Securities Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Mutual Service Corporation.
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.
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.
Hourly consulting
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.
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2
TX
09/02/2021 - Present
Mutual Advisors, LLC (San Antonio TX)
TX
03/01/2010 - 09/04/2020
CETERA ADVISOR NETWORKS LLC (SAN ANTONIO TX)
TX
08/30/1999 - 02/23/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (SAN ANTONIO TX)
NY
02/10/1998 - 07/19/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
10/24/1997 - 11/06/1997
MUTUAL SERVICE CORPORATION (BOSTON MA)
IA
Issued 02/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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