Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Buenaga is a financial advisor with Ameriprise Financial Services, LLC. Edward has been in the industry since 2019. Edward holds a Series 66 and Series 7TO license, as well as the SIE exam. Edward can provide asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals and businesses. Ameriprise Financial Services, LLC provides a wide range of financial products and services to help individuals and families achieve their financial goals. The firm offers investment management, retirement planning, insurance, and estate planning services. Ameriprise has a strong track record of success in helping clients reach their financial goals. The firm is committed to providing clients with personalized service and a high level of professionalism.
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.
Asset allocation services
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
03/13/2023 - Present
Ameriprise Financial Services, LLC (PALM COAST FL)
FL
08/14/2019 - 03/15/2023
LPL FINANCIAL LLC (PONTE VEDRA BEACH FL)
BOTH
Issued 10/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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