Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddie? Claim Your ProfileEddie Rivera is a financial advisor with Mutual Advisors, LLC, located in Omaha, Nebraska. Eddie has been in the financial services industry since June 7, 1989. Eddie is registered with the state of California as a broker-dealer and investment advisor. He has several licenses and certifications, including Series 7, Series 6, Series 63, Series 65, Series 24, Series 26, and Series 52TO. Eddie specializes in financial planning, portfolio management, and pension consulting. He has worked with Mutual Advisors, LLC since 2015 and also previously worked with PlanMember Securities Corporation, Atlas Securities, Inc., Jackson National Life Distributors, Inc., Griffin Financial Services, Great Western Financial Securities Corporation, FN Investment Center, SME Capital Management Corporation, and Advantage Capital Corporation. Eddie is also a volunteer assistant coach for AYSO-68 Camarillo, a youth soccer organization.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
03/02/2015 - Present
Mutual Advisors, LLC (CAMARILLO CA)
CA
01/21/2000 - 03/02/2015
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
CA
06/09/1998 - 08/24/1999
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
TN
12/24/1996 - 05/18/1998
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
NA
09/10/1992 - 11/01/1996
GRIFFIN FINANCIAL SERVICES
CA
07/09/1990 - 08/28/1992
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
CA
08/12/1988 - 01/31/1990
FN INVESTMENT CENTER (SACRAMENTO CA)
NA
11/17/1987 - 02/16/1988
SME CAPITAL MANAGEMENT CORPORATION
NA
11/17/1987 - 12/31/1987
ADVANTAGE CAPITAL CORPORATION
IA
Issued 04/04/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/08/2006
Series 24 - General Securities Principal Examination
BC
Issued 02/14/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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