Unclaimed
Eduardo Alaman is an investment advisor representative for IPG Investment Advisors, LLC. Eduardo is a registered investment advisor in Texas and has been in the industry since 1999. Prior to joining IPG Investment Advisors, Eduardo worked at GLOBAL INVESTOR SERVICES, L.C. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Eduardo specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Eduardo may also select, advise on, and/or offer private funds and limited partnerships.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
May select advise on and/or offer private funds and limited partnerships and/or provide family office 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Family office, service , finder's fees $ 12b1 fees via afflt
1
2
NA
01/12/2023 - Present
IPG Investment Advisors, LLC (MEXICO DF )
TX
05/27/2014 - 02/28/2017
GLOBAL INVESTOR SERVICES, L.C. (Houston TX)
TX
03/03/2000 - 03/20/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
11/20/1998 - 02/25/2000
GAMMA CAPITAL SECURITIES, INC (THE WOODLANDS TX)
BOTH
Issued 01/26/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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