Pedro Ignacio Isern

Current Employers

Employment History

• 04/2022 → Present
  Insigneo Securities, Llc
  Miami, FL
• 04/2022 → Present
  Insigneo Advisory Services, Llc
  Miami, FL
• 05/2006 → 03/2022
  Ubs Financial Services Inc
  Miami, FL

Previous Registrations

• 2006-05-22 → 2022-04-12
  Ubs Financial Services Inc.
  Miami, FL
• 1999-02-26 → 2006-05-24
  Morgan Stanley Dw Inc.
  Miami, FL
  Miami, FL

Other Businesses

- Kiwanis Club of Little Havana. Not investment related. Community service organization. Volunteer. Since 3/2022. 20 hours per month - Margarita Isern Irrevocable Trust. not investment related. Trustee of sister's trust that owns her home. Since 1/2022. 2 hours per month -The Pyramids Condominium Association_Non-Securities related / Address: Key Biscayne, FL / Position: Board of Directors / Start date: 02/2025 / Devote 2 hrs/month and 0 hrs/month during trading hours. - Insigneo Advisory Services LLC (IAS): Dually registered as an advisor with affiliated RIA to conduct advisory business. - The Private Wealth Group (DBA) Address: 3011 Ponce de Leon Blvd; Suite 1410; Coral Gables, FL 33134. DBA or branding used for brokerage and advisory business. Start date 09/05/2023 - Isern Wealth Management Inc. _ Not securities related _ Address: Florida, US _ Nature: Pass through for tax purposes _ Position: Owner _ Start date: 05/2022 _ Devote 8 Hrs/Month and 0 Hrs/Month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-04-29
• S63 Uniform Securities Agent State Law Examination
  1994-03-09

Other Names

• Pedro Ignacio Isern
• Peter Isern
• Peter I Isern