Unclaimed
Eduardo Chacon is a financial advisor with over 5 years of experience in the industry. Eduardo is currently registered with BCI Securities, Inc. in Florida. Eduardo has previously worked at Morgan Stanley in both Atlanta, Georgia and Miami, Florida. Eduardo is licensed in 14 states and holds Series 3, 7, and 66 licenses.
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.
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.
1
2
FL
01/01/2025 - Present
BCI Securities, Inc. (MIAMI FL)
FL
10/06/2017 - 02/01/2022
MORGAN STANLEY (Miami FL)
GA
06/01/2016 - 07/19/2017
MORGAN STANLEY (ATLANTA GA)
BOTH
Issued 06/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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