Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pedro? Claim Your ProfilePedro Montoya is a registered representative with Itau International Securities Inc. Pedro has been in the industry since February 26, 2009. Pedro is a licensed investment advisor and has a Series 7, Series 24, Series 55, Series 57TO, and Series 66 license. Pedro has been registered with Itau International Securities Inc. since December 5, 2019. Prior to joining Itau International Securities Inc., Pedro worked at Miura Capital, LLC, Souza Barros Securities, Inc, UBS Financial Services Inc., ITA Financial Services Inc., Global Strategic Investments, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Personalized portfolio management to meet individual financial objectives.
Family office 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
12/05/2019 - Present
Itau International Securities Inc. (MIAMI FL)
FL
01/24/2018 - 12/03/2019
MIURA CAPITAL, LLC (MIAMI FL)
FL
05/04/2011 - 06/02/2016
SOUZA BARROS SECURITIES, INC (MIAMI FL)
FL
01/11/2011 - 05/03/2011
UBS FINANCIAL SERVICES INC. (MIAMI FL)
FL
11/11/2010 - 01/05/2011
ITA FINANCIAL SERVICES INC. (MIAMI FL)
NY
04/09/2009 - 08/13/2010
GLOBAL STRATEGIC INVESTMENTS, LLC (BROOKLYN NY)
FL
04/04/2007 - 04/22/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
BOTH
Issued 10/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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