Unclaimed
Pedro Lugo is a registered representative with Fidelity Brokerage Services LLC, a company that is active in the Broker-Dealer (BC) space. Pedro was previously with CHARLES SCHWAB & CO., INC. Pedro has earned the Series 63, Series 7TO and SIE. Pedro is licensed in 53 states.
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.
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.
1
2
NC
05/03/2024 - Present
Fidelity Brokerage Services LLC (DURHAM NC)
FL
09/01/2023 - 04/03/2024
CHARLES SCHWAB & CO., INC. (Orlando FL)
BC
Issued 09/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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