Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgardo? Claim Your ProfileEdgardo Federico Guevara is a financial professional with over 25 years of experience in the financial services industry. Edgardo is currently registered with LPL Enterprise, LLC and is located in Basking Ridge, New Jersey. Edgardo has held previous roles with Wachovia Securities, LLC, First Union Brokerage Services, Inc., and Pruco Securities Corporation. Edgardo is a Certified Financial Planner and a Chartered Financial Consultant. Edgardo's specializations include: Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning and Educational Seminars. Edgardo is committed to providing his clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
11/14/2024 - Present
LPL Enterprise, LLC (BASKING RIDGE NJ)
NJ
10/01/2000 - 12/26/2008
WACHOVIA SECURITIES, LLC (BAYONNE NJ)
NC
12/07/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NJ
01/03/1995 - 11/20/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 07/06/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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