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Publication of Financial Periodicals Advisors
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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

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

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

Itau International Securities Inc.

location

MIAMI, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Pedro De camargo junior is a registered representative with Itau International Securities Inc., a firm headquartered in Miami, FL. Pedro's professional experience includes work at Itau Unibanco S.A., in São Paulo, Brazil. He currently holds Series 7, 66, 24, SIE, and 57TO licenses. Pedro is registered in Florida, California, Connecticut, New York, and Texas.

SPECIALIZATIONS

Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

XP Advisory US, Inc.

location

MIAMI, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Pedro Rezende is a registered investment advisor representative with XP Advisory US, Inc. Pedro Rezende has been in the industry since 2021. Pedro Rezende has passed the Series 7TO, Series 66, and SIE exams. Pedro Rezende is registered in 14 states including California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Massachusetts, Michigan, New Jersey, New York, Pennsylvania, and Texas. Pedro Rezende has a current registration with FINRA as a registered representative and with the state of Florida.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
CONSOLIDATION/REPORTING 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

Family Wealth Consultants, Inc. | CFC ® (Certifications)

location

SAN JOSE, CA

0 Disclosures

ADVISOR BIO

Peggy Dessert Martin is a financial advisor who has been in the industry for over 20 years. Peggy is currently registered with Family Wealth Consultants, Inc. and Fourstar Wealth Advisors, LLC. Previously, she worked at NFP Securities, Inc. Peggy specializes in portfolio management for individuals and pooled investment vehicles. She is also a Chartered Financial Consultant. Peggy has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Eaton Vance Management

location

BOSTON, MA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Peggy Glanzman is an investment advisor representative with Eaton Vance Management in Boston, Massachusetts. Peggy has been in the industry since June 13, 1995. Peggy is registered with the state of Massachusetts as an investment advisor representative. Peggy also holds Series 7, 24, 52, 53, 63, 66, and 79 licenses. Prior to joining Eaton Vance Management, Peggy worked for Morgan Stanley, and Salomon Smith Barney.

SPECIALIZATIONS

Selection of Other Advisors
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

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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