Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Mario Paredes is an investment advisor representative registered with Lido Advisors, LLC, a firm that has been providing financial services since 2007. Roberto has over 20 years of experience in the financial services industry. His areas of expertise include financial planning, portfolio management for individuals and businesses, as well as selection of other advisors. He is also a registered investment advisor in both California and Texas. Roberto has a diverse background, having worked with a number of firms throughout his career, including Wells Fargo Advisors, LLC, Jackson National Life Distributors LLC, and BANC of America Investment Services, Inc.. His career has spanned over two decades and he is well-versed in a variety of financial products and services.
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.
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.
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.
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CA
01/06/2021 - Present
Lido (LOS ANGELES CA)
CA
02/13/2012 - 12/31/2019
MSEC, LLC (SAN DIEGO CA)
CA
09/05/2007 - 01/04/2012
WELLS FARGO ADVISORS, LLC (SEAL BEACH CA)
TN
12/18/2006 - 09/05/2007
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
CA
04/21/2006 - 11/28/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEWPORT BEACH CA)
CO
03/29/2005 - 04/05/2006
TRANSAMERICA CAPITAL, INC. (DENVER CO)
NY
12/11/2004 - 03/24/2005
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
03/13/2002 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
MA
01/01/2002 - 02/04/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
03/22/2000 - 01/01/2002
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
SC
06/12/1998 - 11/01/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
05/01/1998 - 06/18/1998
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
03/31/1998 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
PA
05/21/1997 - 03/24/1998
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
CA
09/23/1996 - 05/01/1997
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
CA
06/25/1993 - 09/24/1996
GLENFED BROKERAGE SERVICES (GLENDALE CA)
IA
Issued 9/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/12/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/3/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 7/5/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/3/1996
Series 7 - General Securities Representative Examination
BC
Issued 6/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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