Unclaimed
Pedro Jovanny Frias is a registered Investment Advisor Representative with Pentegra Investors, Inc. Pedro has been working in the financial industry since August 2008 and is registered in New York. Pedro has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Pedro's firm specializes in providing comprehensive advice to third party internal investment committees and has regulatory assets under management of over $5 billion. Pentegra Investors, Inc. offers a variety of services to clients, including financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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.
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.
Comprehensive advice to third party internal investment committees
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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NY
04/15/2022 - Present
Pentegra Investors, Inc. (WHITE PLAINS NY)
IA
Issued 04/15/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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