Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irvin? Claim Your ProfileIrvin Ed Cartagena is a financial advisor with Schwab Wealth Advisory, Inc. Irvin has been in the financial industry since 2008. Previously, Irvin was registered with J.P. MORGAN SECURITIES LLC, CHARLES SCHWAB & CO., INC., and AXA ADVISORS, LLC. Irvin has also held positions at JPMorgan Chase Bank NA. Irvin holds the Series 7, Series 66, and SIE licenses. Irvin is a Certified Financial Planner and holds registrations in several states.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
07/29/2022 - Present
Schwab Wealth Advisory, Inc. (Indianapolis IN)
IN
12/18/2012 - 06/24/2022
J.P. MORGAN SECURITIES LLC (NOBLESVILLE IN)
IN
10/30/2007 - 07/11/2011
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
IN
06/28/2006 - 06/13/2007
AXA ADVISORS, LLC (INDIANAPOLIS IN)
BOTH
Issued 10/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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