Pedro Isern is a registered investment advisor, based in Miami, FL, with 32 years of industry experience.
Location
1221 Brickell Avenue, 27th Floor, Miami, FL, 33131
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Regulatory History (1)
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Regulatory
June 2008Final
Other Business Activities
Pedro volunteers with the Kiwanis Club of Little Havana and serves as trustee for his sister's trust. He also serves on the board of directors for The Pyramids Condominium Association, is dually registered as an advisor with Insigneo Advisory Services LLC, uses The Private Wealth Group as a DBA, and owns Isern Wealth Management Inc., a pass-through entity for tax purposes.
Employment History
Current Registrations
Insigneo Advisory Services, LLC
April 2022 - Present · 4 yrs 1 mo
Insigneo Securities, LLCBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
May 2006 - April 2022 · 15 yrs 11 mos
UBS Financial Services INC.Broker
May 2006 - April 2022 · 15 yrs 11 mos
Morgan Stanley
February 1999 - May 2006 · 7 yrs 3 mos
Morgan Stanley Dw INC.Broker
February 1999 - May 2006 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1995 - March 1999 · 3 yrs 6 mos
Prudential Securities IncorporatedBroker
February 1994 - September 1995 · 1 yr 7 mos
Aibc Investment Services CorporationBroker
February 1994 - April 1994 · 2 mos
State Registrations4 states
CAFLNCPR
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.