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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edmardo? Claim Your ProfileEdmardo Tomei is a financial advisor with Cetera Investment Advisers LLC, a firm with offices in Schaumburg, Illinois. Edmardo has been in the financial services industry since 2001 and has experience working with individuals, high-net-worth individuals, businesses, and charitable organizations. Edmardo is a Certified Financial Planner and holds a Series 7, Series 24, Series 51 and Series 66 license. Edmardo works with clients on a variety of financial planning needs, including retirement planning, investment management, and estate planning. In addition to his work with Cetera, Edmardo is also the owner and Senior Wealth Manager of PWA Financial. Edmardo's goal is to help clients achieve their financial goals and live a more secure and fulfilling life.
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.
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2
CA
03/21/2024 - Present
Cetera Investment Advisers LLC (GOLD RIVER CA)
CA
12/22/2008 - 08/02/2019
NEXT FINANCIAL GROUP, INC. (Gold River CA)
CA
04/03/2001 - 12/24/2008
EPLANNING SECURITIES, INC. (GOLD RIVER CA)
BOTH
Issued 04/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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