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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgardo? Claim Your ProfileEdgardo Moncada is an investment advisor representative with LPL Financial LLC. Edgardo has been in the industry since 2002 and has worked for a variety of firms including Citigroup Global Markets Inc., Citicorp Investment Services, Banc of America Investment Services, Inc., Quick & Reilly, Inc., and AXA Advisors, LLC. Edgardo is registered with the state of California as an investment advisor representative. Edgardo holds Series 7 and Series 66 securities licenses.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
12/08/2009 - Present
LPL Financial LLC (SAN FRANCISCO CA)
CA
05/29/2007 - 12/17/2009
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
CA
06/28/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (SAN FRANCISCO CA)
MA
10/20/2004 - 12/01/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
12/15/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
05/21/2002 - 12/16/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 05/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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