Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pedro? Claim Your ProfilePedro Marlon Acosta is a financial advisor with Wells Fargo Clearing Services, LLC. Pedro has been a registered representative for over 5 years. Pedro is licensed in the state of California. Pedro has Series 6, SIE, and Series 63 licenses and is qualified to provide financial advice in a variety of areas. Pedro's focus is on providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for individuals and businesses. Pedro works with a wide range of clients including individuals, high-net-worth individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, and insurance companies.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
08/02/2022 - Present
Wells Fargo Clearing Services, LLC (CLOVIS CA)
CA
08/29/2017 - 09/02/2020
WELLS FARGO CLEARING SERVICES, LLC (FRESNO CA)
BC
Issued 09/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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