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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 Manuel Carreno is a financial advisor currently working with Morgan Stanley. Eduardo has been in the financial services industry since August 2002. Eduardo's past experience includes roles at Citigroup Global Markets Inc., Delta Equity Services Corporation, Stanford Group Company, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Eduardo is registered with FINRA and the states of California, Colorado, Delaware, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, Minnesota, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, and Virginia. Eduardo holds the Series 7, Series 9, Series 10, and Series 66 licenses. Eduardo is also a Certified Financial Planner.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
09/23/2016 - Present
Morgan Stanley (Coral Gables FL)
FL
11/24/2009 - 09/30/2016
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
06/25/2009 - 10/19/2009
DELTA EQUITY SERVICES CORPORATION (MIAMI FL)
FL
01/25/2008 - 03/23/2009
STANFORD GROUP COMPANY (MIAMI FL)
FL
04/12/2002 - 01/15/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
BOTH
Issued 07/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/14/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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