Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduardo? Claim Your ProfileEduardo Augsten is a financial advisor registered with the state of Florida and associated with Concurrent Investment Advisors, LLC and Concurrent Asset Management, LLC. Eduardo has been in the industry since 2005 and has a broad range of experience. Eduardo is a Series 6, 7, 9, 10, 63 and 65 licensed advisor and has experience in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Eduardo is also a President of Medallion Advisory, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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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2
FL
05/31/2023 - Present
Concurrent Investment Advisors, LLC (Pinecrest FL)
FL
09/22/2017 - 04/05/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Coral Gables FL)
FL
10/15/2015 - 09/29/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Miami FL)
MD
01/30/2015 - 10/27/2015
CALVERT INVESTMENT DISTRIBUTORS, INC. (BETHESDA MD)
NY
02/19/2014 - 09/12/2014
VAN ECK SECURITIES CORPORATION (NEW YORK NY)
IA
08/23/2007 - 01/08/2014
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
GA
07/16/2004 - 08/16/2007
ENTERPRISE FUND DISTRIBUTORS, INC. (ATLANTA GA)
IA
Issued 10/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/19/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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