Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduardo? Claim Your ProfileEduardo Larios is a financial professional with over 20 years of experience in the industry. Eduardo is currently registered with B.b. Graham & Company, Inc., a firm headquartered in Orange, California. Prior to joining B.b. Graham & Company, Inc., Eduardo was with Farmers Financial Solutions, LLC, UnionBanc Investment Services, LLC, Pacific Select Distributors, Inc., National Planning Corporation, Chase Investment Services Corp., WAMU Investments, Inc., and First Investors Corporation. Eduardo has a strong background in providing financial planning services to individuals and businesses. Eduardo holds the Series 4, 7, 24, 52TO, 53, 63, 65, 66, 99TO and SIE licenses. Eduardo is also a licensed California Life Agent. Eduardo is committed to providing personalized and comprehensive financial advice to help clients 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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
CA
09/08/2023 - Present
B.b. Graham & Company, Inc. (ORANGE CA)
CA
03/31/2021 - 02/13/2023
FARMERS FINANCIAL SOLUTIONS, LLC (Westlake Village CA)
CA
11/08/2012 - 12/01/2020
UNIONBANC INVESTMENT SERVICES, LLC (GLENDALE CA)
CA
09/14/2012 - 11/14/2012
PACIFIC SELECT DISTRIBUTORS, INC. (ALISO VIEJO CA)
CA
07/09/2010 - 02/14/2011
NATIONAL PLANNING CORPORATION (SANTA MONICA CA)
CA
11/06/2009 - 05/04/2010
CHASE INVESTMENT SERVICES CORP. (SAN CLEMENTE CA)
CA
05/02/2009 - 05/27/2009
CHASE INVESTMENT SERVICES CORP. (IRVINE CA)
CA
07/21/1999 - 05/02/2009
WAMU INVESTMENTS, INC. (IRVINE CA)
CA
01/20/1999 - 06/24/1999
SINTRA FINANCIAL SERVICES, INC. (SAN DIEGO CA)
NJ
04/25/1995 - 07/03/1995
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 03/31/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2000
Series 4 - Registered Options Principal Examination
BC
Issued 06/30/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/10/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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