Unclaimed
Pedro Luis Llanes is an investment advisor representative at Ameriprise Financial Services, LLC. Pedro is a registered representative in 13 states: Arizona, Florida, Georgia, Indiana, Michigan, Minnesota, Nevada, Ohio, South Carolina, Texas, Virginia, and a resident representative in Texas. Pedro has over 20 years of experience in the financial services industry. Pedro began his career with Prudential Securities Incorporated in 2000 and has worked with Pruco Securities Corporation, Morgan Stanley DW Inc., Citigroup Global Markets Inc., and Morgan Stanley. Pedro has a Series 66, Series 31, Series 7, and SIE license and holds specializations in various investment products and services.
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.
1
2
MI
10/21/2013 - Present
Ameriprise Financial Services, LLC (TROY MI)
MI
06/01/2009 - 10/24/2013
MORGAN STANLEY (TROY MI)
MI
09/08/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TROY MI)
MI
08/01/2001 - 09/11/2006
MORGAN STANLEY DW INC. (ROCHESTER MI)
NY
02/06/2001 - 08/03/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
12/08/2000 - 02/27/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 12/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 12/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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