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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Bastidas is a financial advisor with over 20 years of experience in the industry. He is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Coral Gables, FL. Edward has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and pension plans. Edward holds multiple licenses and certifications, including Series 6, 7, 63, and 65. He has also passed the Securities Industry Essentials Examination (SIE). Edward is a specialist in providing a wide range of services, including portfolio management, financial planning, pension consulting, and investment research.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
07/20/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CORAL GABLES FL)
IL
10/21/2009 - 04/09/2010
CABRERA CAPITAL MARKETS, LLC (CHICAGO IL)
NY
12/07/2000 - 08/02/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
10/01/2000 - 10/23/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
02/23/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 06/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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