Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduardo? Claim Your ProfileEduardo Rafael Guzman-valiente is an active investment advisor representative in the financial services industry since 2004. Eduardo has a Series 7 and SIE license. Eduardo has an approved registration in Puerto Rico, Florida and is currently working with Raymond James Financial Services Advisors, Inc. Eduardo is licensed as an Investment Advisor Representative in Puerto Rico since 2010. Eduardo has been with Raymond James Financial Services, Inc. since 2003 and Raymond James Financial Services Advisors, Inc. since 2010. Eduardo is also a business owner and has several other business interests.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PR
04/05/2010 - Present
Raymond James Financial Services Advisors, Inc. (SAN JUAN PR)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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