Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pedro? Claim Your ProfilePedro Dager is a financial advisor with LPL Financial LLC. Pedro has over 10 years of experience in the financial services industry and is a Certified Financial Planner. Previously, Pedro worked as a financial advisor at BMO Harris Financial Advisors, Inc., J.P. Morgan Securities LLC, Chase Investment Services Corp., and Waddell & Reed, Inc. Pedro holds Series 66, Series 7 and SIE licenses and specializes in providing financial planning, investment advice, and portfolio management services to individuals, businesses, and charitable organizations.
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
IL
03/25/2021 - Present
LPL Financial LLC (CHICAGO IL)
IL
07/18/2017 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
10/01/2012 - 07/26/2017
J.P. MORGAN SECURITIES LLC (WINFIELD IL)
IL
06/11/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WINFIELD IL)
IL
09/04/2009 - 06/09/2010
WADDELL & REED, INC. (OAKBROOK IL)
BOTH
Issued 09/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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