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ISRAMIL PICHARDO
CRD#: 5112400
IA
B
PRIMERICA ADVISORSCRD#: 10111 14497 N DALE MABRY HWY
STE 240-J-1
TAMPA, FL 33618
STE 240-J-1
TAMPA, FL 33618
0
Disclosures
17
Years of Experience
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State Registrations
B
Arizona 3/11/2021
B
Massachusetts 3/7/2011
B
California 8/26/2021
B
Nevada 7/7/2021
B
Connecticut 7/7/2021
B
New Hampshire 10/6/2017
B
Florida 6/21/2019
B
New Jersey 7/19/2024
IA
Florida 7/22/2019
B
New York 5/8/2018
B
Georgia 6/11/2024
B
Rhode Island 3/11/2021
B
Indiana 12/16/2022
B
South Carolina 4/24/2024
B
Maine 7/11/2023
B
Texas 8/10/2020
B
Maryland 1/9/2025
SRO Registrations
B
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IA
Registered with this firm since 12/8/2014
B
Registered with this firm since 3/4/2011
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 02/17/2009 - 12/31/2010 | TEWKSBURY, MA | |
B | 11/01/2006 - 12/31/2007 | DULUTH, GA |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.