Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pedro? Claim Your ProfilePedro Juan Rodriguez rivera is a financial professional with over 16 years of experience in the financial services industry. Pedro has a broad range of experience in the financial services industry, working with various firms including UBS Financial Services Inc., Oriental Financial Services Corp., and AEGIS CAPITAL CORP. Pedro is currently registered with MML Investors Services, LLC. Pedro is a Series 66, 7, 24, and SIE licensed financial professional. Pedro is also registered in Florida and Puerto Rico. Pedro can provide services such as asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals.
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 programs
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.
Solicitors fees
1
2
PR
04/05/2024 - Present
MML Investors Services, LLC (SAN JUAN PR)
FL
06/29/2015 - 04/04/2024
AEGIS CAPITAL CORP. (CORAL GABLES FL)
PR
07/08/2009 - 06/23/2015
ORIENTAL FINANCIAL SERVICES CORP. (SAN JUAN PR)
PR
10/24/2007 - 07/21/2009
UBS FINANCIAL SERVICES INC. (PONCE PR)
PR
10/24/2007 - 07/21/2009
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (PONCE PR)
BOTH
Issued 11/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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