Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduardo? Claim Your ProfileEduardo Gelpi is a financial advisor with over 18 years of experience in the financial services industry. Eduardo currently works for LPL Financial LLC. Eduardo's experience includes working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Eduardo offers a range of financial services, including financial planning, portfolio management, and retirement planning. Eduardo is licensed to sell securities in both North Carolina and South Carolina.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
01/11/2024 - Present
LPL Financial LLC (FORT MILL SC)
NC
11/21/2023 - 12/15/2023
ALLY INVEST SECURITIES LLC (Charlotte NC)
MN
07/14/2023 - 11/07/2023
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
12/02/2021 - 05/15/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
NC
06/29/2016 - 10/29/2021
WELLS FARGO CLEARING SERVICES, LLC (CORNELIUS NC)
FL
09/16/2015 - 01/28/2016
SCOTTRADE, INC. (MIAMI FL)
FL
02/19/2015 - 09/01/2015
OCEAN FINANCIAL SERVICES, LLC (MIAMI FL)
NC
07/25/2013 - 02/04/2015
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
PR
10/06/2010 - 06/20/2013
OFS SECURITIES, INC. (HATO REY PR)
PR
12/21/2009 - 02/23/2010
FIRST LEGACY SECURITIES, LLC (SAN JUAN PR)
PR
08/10/2009 - 01/04/2010
NFP SECURITIES, INC. (SAN JUAN PR)
PR
06/25/2008 - 07/29/2009
UNIVERSAL FINANCIAL SERVICES INC. (GUAYNABO PR)
PR
10/17/2006 - 03/06/2007
ORIENTAL FINANCIAL SERVICES CORP. (SAN JUAN PR)
PR
01/18/2005 - 05/02/2006
SAMUEL A RAMIREZ & CO., INC. (HATO REY PR)
NY
06/10/2002 - 07/01/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
PR
03/04/2002 - 06/13/2002
R-G INVESTMENTS CORPORATION (SAN JUAN PR)
NY
05/10/2000 - 02/26/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 04/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eduardo Gelpi is the right advisor for you? Invested Better is here to help.
