Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edmundo? Claim Your ProfileEdmundo Fuentes is a financial advisor with over 25 years of experience in the industry. Edmundo currently works with Merrill Lynch, Pierce, Fenner & Smith Inc., and is licensed in multiple states. Edmundo has worked with several firms over his career including Nationwide Investment Services Corporation, Kestra Investment Services, LLC, and GWFS Equities, Inc. Edmundo has experience working with individuals, businesses, and retirement plans. Edmundo also provides portfolio management services for both individuals and businesses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CO
06/15/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LONE TREE CO)
OH
09/27/2017 - 04/23/2020
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
TX
01/26/2016 - 08/29/2017
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
CO
09/09/2008 - 10/24/2015
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
PA
11/02/2007 - 08/25/2008
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
TX
12/08/2006 - 09/27/2007
PRINCOR FINANCIAL SERVICES CORPORATION (AUSTIN TX)
TX
12/16/2002 - 04/27/2006
METLIFE SECURITIES INC. (DALLAS TX)
TX
12/16/2002 - 04/27/2006
METROPOLITAN LIFE INSURANCE COMPANY (DALLAS TX)
CA
04/27/2001 - 01/29/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
RI
02/17/2000 - 10/16/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
CA
07/31/1998 - 01/08/2000
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
RI
07/12/1994 - 04/22/1998
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
03/14/1994 - 07/06/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 04/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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