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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 Luis Sordo is an investment advisor representative at Calamos Wealth Management LLC. Eduardo has been working in the financial services industry since 2000. Eduardo has experience providing financial advice to individuals, families, and institutions. Eduardo holds the Series 6, 7, 10, 24, 31, 63, and 65 licenses. Eduardo is also a Certified Financial Planner. Eduardo specializes in financial planning, investment management, and retirement planning. Eduardo is committed to providing his clients with personalized and comprehensive financial advice. In addition to his role at Calamos Wealth Management LLC, Eduardo is also a trustee and the chair of the investment committee for the George Snow Scholarship Fund.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
FL
09/09/2021 - Present
Calamos Wealth Management LLC (Coral Gables FL)
PA
01/25/2019 - 08/11/2021
VANGUARD MARKETING CORPORATION (MALVERN PA)
FL
11/02/2010 - 01/04/2019
FIDELITY BROKERAGE SERVICES LLC (BOCA RATON FL)
FL
02/13/2009 - 10/05/2010
WELLS FARGO ADVISORS, LLC (BOCA RATON FL)
FL
04/19/2005 - 03/04/2009
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
IA
08/31/2004 - 04/08/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
08/05/2004 - 08/19/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
05/16/2000 - 06/14/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 04/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2019
Series 24 - General Securities Principal Examination
BC
Issued 11/14/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/23/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 02/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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