Unclaimed
Eduardo Zeiter is an investment advisor representative with Ameriprise Financial Services, LLC. Eduardo has been in the securities industry since March 2007. Eduardo is registered in 27 states and has passed the Series 7 and Series 66 examinations. Eduardo also has 2 Investment Advisor Representative registrations, one in California and the other in Texas. In addition to securities, Eduardo also provides investment advisory services. Eduardo is affiliated with Ameriprise Financial Services, LLC's Stockton branch.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
CA
02/20/2014 - Present
Ameriprise Financial Services, LLC (STOCKTON CA)
CA
04/20/2006 - 07/19/2007
A. G. EDWARDS & SONS, INC. (STOCKTON CA)
BOTH
Issued 04/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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