Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduardo? Claim Your ProfileEduardo Bonilla is an investment advisor representative who has been in the financial services industry since September 24, 1998. Eduardo currently works for Raymond James & Associates, Inc., and is registered with the Financial Industry Regulatory Authority (FINRA) as well as the state of Florida. Eduardo has a series of licenses and registrations, including Series 7 and Series 66. Eduardo has a long history in the financial industry, with previous employment at Morgan Keegan & Company, Inc., AMTRUST Investment Services, Inc., and GKN Securities Corp. Eduardo specializes in providing financial planning and investment management services.
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.
Please see note in schedule d - miscellaneous
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
FL
02/13/2013 - Present
Raymond James & Associates, Inc. (CORAL GABLES FL)
FL
04/19/2010 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (CORAL GABLES FL)
FL
09/16/1998 - 03/10/2010
AMTRUST INVESTMENT SERVICES, INC. (CORAL GABLES FL)
NY
07/06/1998 - 08/04/1998
GKN SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 05/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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