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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 Luiz Avendano is a registered investment advisor representative with Ameriprise Financial Services, LLC. Eduardo has been in the financial services industry since April 15, 2023. Eduardo holds the Series 7TO, Series 63, and Series 65 licenses. Eduardo specializes in financial planning, portfolio management for individuals and businesses, and asset allocation services. Previous to Ameriprise Financial Services, LLC, Eduardo worked at FORESIDE FUND SERVICES, LLC in Mission Woods, KS and ARES MANAGEMENT CAPITAL MARKETS LLC in New York, NY.
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.
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.
1
2
KS
08/15/2024 - Present
Ameriprise Financial Services, LLC (Leawood KS)
KS
05/12/2023 - 07/02/2024
FORESIDE FUND SERVICES, LLC (Mission Woods KS)
NY
01/27/2023 - 04/05/2023
ARES MANAGEMENT CAPITAL MARKETS LLC (NEW YORK NY)
IA
Issued 07/20/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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