Unclaimed
Pedro Pablo Estrada is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Estrada holds a Series 63 and Series 65 license. Pedro has been in the financial services industry for over 1 year. Estrada also works for Raymond James Financial Services, Estrada Signing Services LLC, Amazon, Uber, Instacart, DoorDash, Grubhub, and Spark Driver, in addition to Raymond James Financial Services Advisors, Inc. Estrada provides investment advice to individual investors and businesses. Estrada has specializations in providing financial advice to individuals, businesses, pension plans, insurance companies, charitable organizations, high net worth individuals, banking or thrift institutions, and state or municipal government entities.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
06/03/2024 - Present
Raymond James Financial Services Advisors, Inc. (Saint Petersburg FL)
IA
Issued 12/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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