Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduardo? Claim Your ProfileEduardo Sosa is a financial advisor with Fidelity Personal and Workplace Advisors. Eduardo has over 14 years of experience in the financial services industry. Eduardo has been registered with FINRA since 2006. Eduardo holds Series 6, 7, and 66 securities licenses. Eduardo is registered to offer securities in 53 states and the District of Columbia. Eduardo is also registered as an Investment Advisor Representative in Florida and Texas. Eduardo has a current employment with Fidelity Personal and Workplace Advisors and previous affiliations with Wells Fargo Clearing Services, LLC, LPL Financial LLC, and IFMG Securities, Inc.
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.
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.
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
02/01/2023 - Present
Fidelity Personal AND Workplace Advisors (NAPLES FL)
FL
12/05/2014 - 08/17/2021
WELLS FARGO CLEARING SERVICES, LLC (NAPLES FL)
FL
03/04/2008 - 03/04/2013
LPL FINANCIAL LLC (NAPLES FL)
FL
03/13/2006 - 03/04/2008
IFMG SECURITIES, INC. (CORAL GABLES FL)
BOTH
Issued 09/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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