Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pedro? Claim Your ProfilePedro Sergio Chavez is an investment advisor representative with Edward Jones in El Paso, Texas. Pedro has been in the securities industry since 2002, holding a variety of roles with different companies. Currently, Pedro's registrations include Series 7, Series 6, Series 63 and Series 65 licenses. Pedro's current employment with Edward Jones started in May 2023. Prior to that, Pedro worked with LPL Financial LLC, Harbor Financial Services, LLC, BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, Lincoln Financial Securities Corporation, Woodbury Financial Services, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company and NYLIFE Securities Inc.
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.
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.
See schedule d - miscellaneous
1
2
TX
05/12/2023 - Present
Edward Jones (EL PASO TX)
TX
07/25/2022 - 01/30/2023
LPL FINANCIAL LLC (EL PASO TX)
TX
01/04/2021 - 02/02/2021
HARBOR FINANCIAL SERVICES, LLC (El Paso TX)
TX
05/16/2013 - 06/01/2020
BBVA SECURITIES INC. (EL PASO TX)
TX
09/12/2012 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)
TX
02/11/2009 - 12/31/2011
LINCOLN FINANCIAL SECURITIES CORPORATION (EL PASO TX)
TX
07/30/2002 - 12/31/2008
WOODBURY FINANCIAL SERVICES, INC. (EL PASO TX)
MA
11/19/2001 - 08/23/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/19/2001 - 08/23/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
07/12/1999 - 10/08/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 05/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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