Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduardo? Claim Your ProfileEduardo Flores-vega is a financial advisor with Truist Advisory Services, Inc. Eduardo has over 10 years of experience in the financial services industry, with previous experience at BB&T Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Eduardo holds the Series 7 and Series 66 licenses. Eduardo's clients include high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth. Eduardo's firm, Truist Advisory Services, Inc., provides financial planning, portfolio management for individuals and businesses, and other advisory 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.
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.
Wrap fee product and financial profiling services using desktop software
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
04/15/2021 - Present
Truist Advisory Services, Inc. (MIAMI FL)
VA
11/08/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
07/25/2011 - 11/11/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
BOTH
Issued 09/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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