Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduardo? Claim Your ProfileEduardo Gimenez is a financial advisor with over 25 years of experience in the financial services industry. Eduardo has a strong background in providing financial planning and investment advisory services to individuals, families, and businesses. He is registered with LPL Financial LLC and Global Retirement Partners LLC. Eduardo provides financial planning services through LPL Financial LLC, as well as independent investment advisory services through Global Retirement Partners LLC. He is committed to helping his clients reach 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.
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.
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2
MD
08/30/2013 - Present
LPL Financial LLC (ROCKVILLE MD)
VA
01/06/2012 - 09/04/2013
FINANCIAL TELESIS INC (CHARLOTTESVILLE VA)
VA
06/30/2005 - 01/04/2012
PRINCOR FINANCIAL SERVICES CORPORATION (CHARLOTTESVILLE VA)
WI
01/11/2000 - 06/06/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
01/11/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
VA
12/01/1997 - 11/04/1999
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
03/10/1995 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
BC
Issued 04/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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