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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 in Gold River, CA. Edmardo is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since 2001. Edmardo specializes in providing financial planning and retirement plan services. Edmardo also works with various insurance companies as an insurance agent. In the past, Edmardo worked with Next Financial Group, Inc. and EPLANNING SECURITIES, INC. Edmardo is registered with FINRA, and the state of California, and is a registered Investment Advisor Representative in both Texas and California. Edmardo has passed the Series 66, Series 51, Series 24, SIE and Series 7 exams.
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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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 4/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/20/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/2/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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