Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pedro? Claim Your ProfilePedro Javier Irizarry rodriguez is a financial professional registered with Charles Schwab & CO., Inc. Pedro has over 11 years of experience in the financial services industry. Pedro is licensed to provide investment advice and services in the state of Florida. Pedro has passed the Series 7TO, Series 6, and Series 63 exams. Currently, Pedro is also registered in California and Texas. Previously, Pedro worked at AXA Advisors, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
FL
05/19/2023 - Present
Charles Schwab & CO., Inc. (Orlando FL)
PR
01/17/2012 - 02/15/2013
AXA ADVISORS, LLC (HATO REY PR)
BC
Issued 06/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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