Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduardo? Claim Your ProfileEduardo Provincia is a financial advisor with over 10 years of experience in the financial services industry. Eduardo is currently registered with Newedge Advisors and has a strong track record of providing financial advice and investment management services to a variety of clients, including high-net-worth individuals, corporations, and pension funds. Eduardo previously worked for Raymond James & Associates, Inc., and Independent Financial Group, LLC, and has a broad range of experience in providing financial planning, investment management, and retirement planning services. Eduardo holds the Series 7, Series 66, and SIE licenses and is a registered representative in several states.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
LA
01/09/2023 - Present
Newedge Advisors (NEW ORLEANS LA)
CA
07/20/2016 - 01/06/2023
RAYMOND JAMES & ASSOCIATES, INC. (BEVERLY HILLS CA)
CA
03/24/2011 - 03/19/2015
INDEPENDENT FINANCIAL GROUP, LLC (CALABASAS CA)
CA
08/23/2010 - 03/01/2011
WADDELL & REED, INC. (SHERMAN OAKS CA)
BOTH
Issued 10/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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