Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduardo? Claim Your ProfileEduardo Vega is a financial advisor with over 20 years of experience in the financial services industry. Eduardo has held positions at several prominent firms including UBS Financial Services Inc., Lehman Brothers Inc., and A.G. Edwards & Sons, Inc. Eduardo currently works with New Edge Wealth, a firm that provides a comprehensive suite of financial planning and investment management services for individuals, families, and businesses. Eduardo's expertise includes investment management, retirement planning, and estate planning. Eduardo is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
01/03/2024 - Present
NEW Edge Wealth (STAMFORD CT)
FL
12/01/2006 - 02/15/2022
UBS FINANCIAL SERVICES INC. (CORAL GABLES FL)
FL
08/13/2004 - 12/07/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (MIAMI FL)
NY
11/28/2000 - 08/25/2004
LEHMAN BROTHERS INC. (NEW YORK NY)
MO
06/10/1998 - 11/03/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
TX
05/12/1997 - 09/03/1997
BLOCK TRADING INC. (HOUSTON TX)
NY
10/30/1995 - 12/06/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 04/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/02/1992
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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