Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddie? Claim Your ProfileEddie Giovanni Ortiz nieves is a financial advisor who has been in the industry for over 2 years. Eddie is a registered representative and investment advisor with Raymond James & Associates, Inc. Eddie holds a Series 63, Series 79TO, and SIE license. Eddie works with high net worth individuals, corporations, and other businesses. Eddie's main office is in ST. PETERSBURG, FL, but Eddie also has a branch office in CHICAGO, IL. Eddie provides various financial advisory services, including portfolio management, financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/03/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
IL
01/29/2022 - 07/12/2022
LINCOLN INTERNATIONAL LLC (CHICAGO IL)
BC
Issued 01/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Eddie Ortiz nieves is the right advisor for you? Invested Better is here to help.
