Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Pimental Carvalho has been in the financial services industry since 1982 and is currently registered with Cambridge Investment Research Advisors, Inc. Edward has worked with Lincoln Financial Securities Corporation, AMEV Investors, Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company. Edward is also a musician and an insurance agent, and he has held several leadership positions in his community.
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
1
2
FL
06/13/2024 - Present
Cambridge Investment Research Advisors, Inc. (Venice FL)
NH
12/04/1989 - 06/04/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (MANCHESTER NH)
MN
01/11/1989 - 12/16/1989
AMEV INVESTORS, INC. (OAKDALE MN)
NA
08/20/1982 - 01/30/1989
METLIFE SECURITIES INC.
NA
08/20/1982 - 01/30/1989
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 12/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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