Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduardo? Claim Your ProfileEduardo Valdes is a financial advisor with TLG Advisors, Inc. He is registered with the state of Illinois as an Investment Advisor Representative. Eduardo has been in the financial industry since 2005 and has a Series 6, 7, and 66 license. He has previously worked with PNC Investments, Morgan Stanley, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Eduardo specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. He also has experience in placing institutional funds.
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.
Placement of institutional funds
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
CO
10/03/2018 - Present
TLG Advisors, Inc. (LITTLETON CO)
IL
04/24/2018 - 08/15/2018
PNC INVESTMENTS (LOVES PARK IL)
IL
11/04/2016 - 04/06/2018
MORGAN STANLEY (ROCKFORD IL)
IL
05/15/2012 - 11/07/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKFORD IL)
IL
12/06/2005 - 03/26/2012
CHASE INVESTMENT SERVICES CORP. (ROCKFORD IL)
BOTH
Issued 08/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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