Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduardo? Claim Your ProfileEduardo Jose Speck fierro is a registered representative and investment advisor representative, currently affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. Eduardo Jose Speck fierro has been in the industry since October 21, 2018 and holds Series 7, Series 63, and Series 65 licenses. Previously, Eduardo Jose Speck fierro was affiliated with J.P. MORGAN SECURITIES LLC. Eduardo Jose Speck fierro has a strong track record of providing investment advice and portfolio management services to individuals, corporations, and other institutions. Eduardo Jose Speck fierro's approach is tailored to the specific needs of each client, with the goal of helping them achieve 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
08/15/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
TX
10/22/2018 - 07/12/2023
J.P. MORGAN SECURITIES LLC (Houston TX)
IA
Issued 08/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/12/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Eduardo Speck fierro is the right advisor for you? Invested Better is here to help.
