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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Insigneo Advisory Services, LLC

location

Coral Gables, FL

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Pedro Ignacio Isern is a financial advisor registered with Insigneo Advisory Services, LLC. Pedro has been in the industry since 1994 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Pedro holds several securities licenses, including Series 7, 63, and 65. Pedro has a strong background in portfolio management and provides a range of services to clients, including portfolio management for individuals, businesses, and pooled investment vehicles. Pedro is committed to providing personalized financial advice and helping clients achieve their financial goals.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSOLIDATION OF FINANCIAL REPORTS AND CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Hsbc Securities (usa) Inc.

location

AVENTURA, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Pedro Jose Eid is a financial professional with over 3 years of experience in the financial services industry. Pedro has a strong background in investment management and securities trading. Pedro is currently registered with HSBC Securities (USA) Inc. and is also registered as an Investment Advisor Representative in Florida. Previously, Pedro was a registered representative with WELLS FARGO CLEARING SERVICES, LLC. Pedro holds the Series 63, Series 66 and Series 7TO licenses. Pedro is also a licensed Investment Advisor Representative in Illinois.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
PROVIDE ASSET ALLOC RECOMMENDATIONS & BASED UPON SUCH RECOMMENDATIONS 3RD PARTY ADV TO MANAGE ASSETS PURSUANT TO CLIENT APPROVAL
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Insigneo Advisory Services, LLC

location

MIAMI, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Pedro Lawrie is a financial advisor with Insigneo Advisory Services, LLC, located in Miami, FL. Pedro is a licensed financial advisor with over four years of experience in the industry. Pedro's clients include corporations, individuals, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSOLIDATION OF FINANCIAL REPORTS AND CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Pedro Julio Veloz diaz is a financial advisor registered in Wisconsin with Robert W. Baird & Co. Inc. Pedro Julio Veloz diaz has been a registered representative in the securities industry since 2011. Previously, Pedro Julio Veloz diaz was registered with Northwestern Mutual Investment Services, LLC, WELLS FARGO FUNDS DISTRIBUTOR, LLC, U.S. BANCORP INVESTMENTS, INC., J.P. MORGAN SECURITIES LLC, and CHASE INVESTMENT SERVICES CORP. Pedro Julio Veloz diaz specializes in providing financial planning services, as well as portfolio management for individuals, businesses, and investment companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Insigneo Advisory Services, LLC

location

MIAMI, FL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Pedro Ignacio Isern is a registered investment advisor representative with Insigneo Advisory Services, LLC. Pedro has been working in the financial industry since 2018 and has a broad range of experience. His expertise lies in portfolio management for individuals and businesses, as well as pooled investment vehicles. Pedro also provides other services such as consolidation of financial reports and consulting.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSOLIDATION OF FINANCIAL REPORTS AND CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Clearbridge Investments, LLC

location

NEW YORK, NY

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Pegeen Fitzpatrick has been in the financial services industry since 1987. Pegeen is currently registered with Clearbridge Investments, LLC in New York and is a Registered Investment Advisor. Pegeen has been in the financial services industry since 1987 and previously worked at Citigroup Global Markets Inc. Pegeen offers portfolio management services for individuals, businesses, investment companies and pooled investment vehicles. Pegeen is also registered in New York with Clearbridge Investments, LLC as a Registered Representative.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Thompson Davis & CO., Inc.

location

RICHMOND, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Peggy Myers Walz is a financial advisor with over 20 years of experience in the industry. Peggy is currently registered with Thompson Davis & CO., Inc. and has been with the firm since November 2016. Peggy has previously been registered with BB&T Securities, LLC and Scott & Stringfellow, LLC. Peggy is a Series 7, Series 24, Series 63, Series 87 and SIE licensed advisor. Peggy specializes in portfolio management for individuals, businesses and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

MINNEAPOLIS, MN

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Peggy Lynn Rokala is a financial professional with over 35 years of experience in the industry. Peggy is currently registered with RBC Capital Markets, LLC in Minnesota and has been with the firm since March 2008. Prior to her current role, Peggy held positions at RBC DAIN RAUSCHER INC. and MILLER JOHNSON STEICHEN KINNARD, INC. Peggy has a wide range of experience working with various clients including high-net-worth individuals, corporations, and institutions. She specializes in portfolio management, financial planning, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

First Manhattan Co. LLC

location

NEW YORK, NY

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Peggy Lebert is a financial advisor with over 30 years of experience in the financial industry. Peggy has held various positions at reputable firms such as Goldman, Sachs & Co. and Avalon Wealth Management LLC. Currently, Peggy is registered with First Manhattan Co. LLC. Peggy has a broad range of certifications and licenses, including Series 3, 7, 8, 9, 10, 14, 24, 52TO, 63, and 65. Peggy's experience and qualifications allow her to offer a variety of financial advisory services, including portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Peggy is committed to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

MURRIETA, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Peggy Allen is a financial advisor with Stifel, Nicolaus & Company, Inc. with over 20 years of experience in the financial services industry. Peggy has worked for several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley & Co. Incorporated. Peggy is registered as a Broker/Dealer (BC) and Investment Advisor (IA) in several states and holds the Series 7, 31, and 66 licenses. Peggy is committed to helping clients achieve their financial goals, including investment management, financial planning, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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