Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pedro? Claim Your ProfilePedro Escobar is a financial advisor who has been in the industry since 1997. He is currently registered with Ameriprise Financial Services, LLC, and holds Series 7, Series 63, and Series 66 securities licenses. Pedro has previously worked with Wells Fargo Clearing Services, LLC, SunTrust Investment Services, Inc., Chase Investment Services Corp., Wachovia Securities, LLC, First Union Brokerage Services, Inc., and GKN Securities Corp. Pedro offers a variety of services, including financial planning, portfolio management, and educational seminars. He also works with a variety of clients, including individuals, families, businesses, and trusts.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
FL
06/08/2020 - Present
Ameriprise Financial Services, LLC (Davie FL)
FL
04/16/2014 - 06/09/2020
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
10/19/2010 - 04/22/2014
SUNTRUST INVESTMENT SERVICES, INC. (MIAMI FL)
FL
05/15/2009 - 10/18/2010
CHASE INVESTMENT SERVICES CORP. (HIALEAH FL)
FL
10/01/2000 - 05/05/2009
WACHOVIA SECURITIES, LLC (MIAMI FL)
NC
10/27/1997 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
08/12/1996 - 04/09/1997
GKN SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 04/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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