Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddie? Claim Your ProfileEddie Martin Sidel sanchez is an active investment advisor representative with Edward Jones. Eddie has been in the industry since 2020 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and PFS INVESTMENTS INC. Eddie is registered with the state of Virginia and is licensed to provide financial advice. Eddie is also registered with the state of Florida, Illinois, and New Jersey. Eddie's area of expertise includes financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals.
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.
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.
See schedule d - miscellaneous
1
2
VA
05/06/2024 - Present
Edward Jones (VIRGINIA BEACH VA)
VA
03/03/2023 - 04/29/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIENNA VA)
CO
02/21/2020 - 12/31/2021
PFS INVESTMENTS INC. (COLORADO SPRINGS CO)
BOTH
Issued 04/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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