Years of Experience
5-20+ Years
MILWAUKEE, WI
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
Coral Gables, FL
31 Years Experience
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
MIAMI, FL
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
AVENTURA, FL
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
MIAMI, FL
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
NEW YORK, NY
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
BOSTON, MA
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
RICHMOND, VA
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
Camden, ME
19 Years Experience
0 Disclosures
ADVISOR BIO
Peggy Lynn Jones-east is a financial advisor registered with Robert W. Baird & Co. Inc. Peggy has been in the financial services industry since 2006, previously working with A. G. Edwards & Sons, Inc. and Wells Fargo Clearing Services, LLC. Peggy is licensed in 29 states, and holds Series 7, Series 66 and SIE licenses. Peggy specializes in providing financial planning, portfolio management, and pension consulting services for individuals, businesses, investment companies and pooled investment vehicles.
SPECIALIZATIONS
Cincinnati, OH
15 Years Experience
0 Disclosures
ADVISOR BIO
Peggy Ann Massey is a financial advisor in Cincinnati, Ohio. Peggy has over 11 years of experience in the financial services industry. Peggy is currently registered with Prospera Financial Services, Inc. and holds Series 63, SIE, and Series 7 licenses. Peggy has previously been registered with CETERA ADVISOR NETWORKS LLC, SUMMIT BROKERAGE SERVICES, INC., and VSR FINANCIAL SERVICES, INC. Peggy specializes in a variety of financial services, including retirement planning, investment management, and insurance.
SPECIALIZATIONS