Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduardo? Claim Your ProfileEduardo Navaza is a financial advisor with Truist Advisory Services, Inc. in Coral Springs, Florida. Eduardo has been in the financial services industry since 2013. Eduardo is registered with the state of Florida as an Investment Advisor Representative. Eduardo has experience in various financial services industries.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
03/26/2024 - Present
Truist Advisory Services, Inc. (CORAL SPRINGS FL)
FL
02/08/2023 - 03/05/2024
SANTANDER SECURITIES LLC (Miami FL)
FL
01/26/2022 - 02/06/2023
CHARLES SCHWAB & CO., INC. (Coral Gables FL)
FL
03/12/2019 - 02/06/2023
TD AMERITRADE, INC. (CORAL GABLES FL)
FL
02/12/2015 - 08/28/2017
SUNTRUST INVESTMENT SERVICES, INC. (MIAMI FL)
FL
04/29/2013 - 07/24/2013
SUNTRUST INVESTMENT SERVICES, INC. (CORAL GABLES FL)
BOTH
Issued 05/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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