Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgardo? Claim Your ProfileEdgardo Javier Sussmann is a financial advisor currently registered with Ameritas Advisory Services, LLC. Edgardo has been in the financial industry since December 5, 1989. Edgardo's experience includes working with Ameritas Investment Corp, Ameritas Life Insurance Corp, and Ameritas Life Insurance Corp of New York. Edgardo provides financial planning, pension consulting, educational seminars, and selection of other advisors services to individuals, corporations, and businesses. Edgardo is registered in Louisiana and Florida.
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.
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.
Solicitor fees
1
2
LA
11/01/2021 - Present
Ameritas Advisory Services, LLC (Metairie LA)
LA
08/06/1996 - 06/30/2006
CARILLON INVESTMENTS, INC. (COVINGTON LA)
MD
06/26/1995 - 07/22/1996
THE ADVISORS GROUP, INC. (BETHESDA MD)
OH
11/22/1989 - 07/06/1995
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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