Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pilar? Claim Your ProfilePilar Estrella is a financial advisor who has been active in the industry since September 3, 1990. Pilar is currently registered with Morgan Stanley in Plantation, FL. Previously, Pilar worked at Citigroup Global Markets Inc. Pilar is registered as a Broker-Dealer and Investment Adviser. Pilar Estrella has passed the Series 63, Series 65, Series 7, and SIE exams. Pilar Estrella works with a range of clients, including individuals, high-net-worth individuals, corporations, insurance companies, and charitable organizations. Pilar has a broad array of experience and expertise in investment strategies to help clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/08/2020 - Present
Morgan Stanley (Plantation FL)
FL
05/12/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PLANTATION FL)
FL
04/01/1998 - 05/16/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (CORAL SPRINGS FL)
FL
09/04/1990 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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