Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Bustamante is a financial advisor with Cambridge Investment Research Advisors, Inc. Edward has been in the financial services industry since 1990. Edward is currently registered with the state of California. Edward has previously worked at Mutual Securities, Inc., First Montauk Securities Corp., RBC Dain Rauscher Inc., Sutro & Co. Incorporated, Smith Barney Inc., and Lehman Brothers 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.
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.
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.
Solicitation fees from 3rd party money managers
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2
CA
01/01/2025 - Present
Cambridge Investment Research Advisors, Inc. (Santa Rosa CA)
CA
11/18/2008 - 07/16/2020
MUTUAL SECURITIES, INC. (CAMARILLO CA)
CA
04/04/2002 - 11/25/2008
FIRST MONTAUK SECURITIES CORP. (SANTA ROSA CA)
NY
03/09/2002 - 04/15/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
CA
02/24/1997 - 03/09/2002
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NY
07/31/1993 - 03/06/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
03/20/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 03/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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