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Ignacio Pinsker

CHARLES SCHWAB & CO.
Orlando, FL
·CRD# 8021343·1 year experience

Professional Summary

Ignacio Pinsker is a registered financial advisor currently at CHARLES SCHWAB & CO., INC. located in Orlando, Florida and TRUIST INVESTMENT SERVICES, INC. located in Orlando, Florida. Ignacio is registered as a RR (Registered Representative) and started their career in finance in 2025. Ignacio has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

CHARLES SCHWAB & CO., INC.·CRD# 5393
RIA
BD
1958/1950/1991/2001 Summit Park Dr. Orlando Campus, Orlando, FL 32810
May 2, 2025 - Present
TRUIST INVESTMENT SERVICES, INC.·CRD# 17499
BD
7677 Dr Phillips Blvd, Orlando, FL 32819
September 30, 2026 - Present

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Current Firm

TI
TRUIST INVESTMENT SERVICES, INC.

ALEXANDER KEY | TRUIST INVESTMENT SERVICES, INC. | SUNTRUST SECURITIES, INC. | SUNTRUST SECURITIES INC | SUNTRUST INVESTMENT SERVICES, INC. | SUNTRUST BROKERAGE SERVICES, INC.

CRD#: 17499 / SEC#: 801-56443, 8-35355
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

Contact Information

Main Address

303 Peachtree Street Suntrust Garden Offices Suite 140, Atlanta, GA 30303

Mailing Address

303 Peachtree Street 2nd Floor, Atlanta, GA 30303

Phone Number

(800) 874-4770

Established

Georgia since 11/27/1985

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Large

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

STIS AND THIRD PARTY MANAGED PROGRAMS FIRM WRAP BROCHURE (10/12/2016)

Direct owners and executive officers

NamePositionCRD#
TRUIST FINANCIAL CORPORATIONHOLDING COMPANY—
CALLENDER, EVELYN MICHELLETREASURER AND CHIEF FINANCIAL OFFICER7591739
CENTENO, PATRICIA REEDDIRECTOR, CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT2239528
CRAM, BRYAN SCOTTPRESIDENT, CHIEF EXECUTIVE OFFICER, VICE CHAIRMAN2723431
DOWHOWER, BRIAN SEANCHAIRMAN4202574
DUNN, JEFFREY TODDDIRECTOR/EXECUTIVE VICE PRESIDENT4228631
MAVICO, CECILIA BAUTESENIOR VICE CHAIRMAN/CHIEF OPERATING OFFICER/CORPORATE SECRETARY3261303
STEARSMAN, SCOTT KENTDIRECTOR4067766
TYSON, TONYADIRECTOR/CHIEF OPERATIONS OFFICER/SENIOR VICE PRESIDENT/ASSISTANT CORPORATE SECRETARY1987448
WEHINGER, LEAH ROWEDIRECTOR/EXECUTIVE VICE PRESIDENT1719505

Disclosures

Regulatory Event

14

Arbitration

15

Bond

2

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(5/16/2025)
RR
Alaska
(5/16/2025)
RR
Arizona
(5/16/2025)
RR
Arkansas
(5/16/2025)
RR
California
(5/16/2025)
RR
Colorado
(5/16/2025)
RR
Connecticut
(5/16/2025)
RR
Delaware
(5/16/2025)
RR
District of Columbia
(5/16/2025)
RR
Florida
(5/2/2025)
RR
Georgia
(5/16/2025)
RR
Hawaii
(5/16/2025)
RR
Idaho
(5/16/2025)
RR
Illinois
(5/16/2025)
RR
Indiana
(5/16/2025)
RR
Iowa
(5/16/2025)
RR
Kansas
(5/16/2025)
RR
Kentucky
(5/16/2025)
RR
Louisiana
(5/16/2025)
RR
Maine
(5/16/2025)
RR
Maryland
(5/16/2025)
RR
Massachusetts
(5/16/2025)
RR
Michigan
(5/16/2025)
RR
Minnesota
(5/16/2025)
RR
Mississippi
(5/16/2025)
RR
Missouri
(5/16/2025)
RR
Nebraska
(5/16/2025)
RR
Nevada
(5/16/2025)
RR
New Jersey
(5/16/2025)
RR
New Mexico
(5/16/2025)
RR
New York
(5/16/2025)
RR
North Carolina
(5/16/2025)
RR
North Dakota
(5/16/2025)
RR
Ohio
(5/17/2025)
RR
Oklahoma
(5/16/2025)
RR
Oregon
(5/16/2025)
RR
Pennsylvania
(5/16/2025)
RR
South Carolina
(5/16/2025)
RR
Texas
(5/16/2025)
RR
Utah
(5/16/2025)
RR
Virginia
(5/16/2025)
RR
Washington
(5/16/2025)
RR
West Virginia
(5/16/2025)
RR
Wisconsin
(5/16/2025)
RR
Wyoming
(5/16/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2025About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed May 2025About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2025About the SIE exam
FINRA
SRO Registrations
Nasdaq Stock Market
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Ignacio Pinsker's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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