Unclaimed
Eduardo Cervantes is a financial advisor with Centaurus Financial, Inc. in Tucson, Arizona. Eduardo is a Registered Representative in Arizona, California, Indiana, North Carolina and Utah. Eduardo has been in the industry since May 14, 2015, and has experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Eduardo is also a licensed agent for Modern Insurance AZ, where Eduardo sells fixed annuities and term life insurance. Eduardo is dedicated to providing clients with a personalized and comprehensive approach to their financial goals.
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.
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
AZ
05/16/2024 - Present
Centaurus Financial, Inc. (TUCSON AZ)
AZ
03/17/2015 - 01/25/2019
WELLS FARGO CLEARING SERVICES, LLC (TUCSON AZ)
BOTH
Issued 04/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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