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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduardo? Claim Your ProfileEduardo Mendiola is a financial advisor registered with Morgan Stanley. Eduardo has been in the financial services industry since April 2010. Eduardo has a total of 53 state licenses and 2 active Investment Advisor licenses. Eduardo has Series 6, 7, 10, and 63 securities licenses as well as a Series 9 and Series 65 license. Eduardo specializes in portfolio management for businesses and individuals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
05/23/2018 - Present
Morgan Stanley (Miami FL)
IL
03/28/2012 - 12/04/2013
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
IL
01/14/2010 - 03/06/2012
JOHN HANCOCK DISTRIBUTORS LLC (DOWNERS GROVE IL)
IA
Issued 02/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/11/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/13/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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