ADVISOR BIO

Eduardo Augsten is a financial advisor registered with the state of Florida and associated with Concurrent Investment Advisors, LLC and Concurrent Asset Management, LLC. Eduardo has been in the industry since 2005 and has a broad range of experience. Eduardo is a Series 6, 7, 9, 10, 63 and 65 licensed advisor and has experience in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Eduardo is also a President of Medallion Advisory, Inc.

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ADVISOR BIO

Eduardo Mendiola is a financial advisor registered with Morgan Stanley. Eduardo has been in the financial services industry since April 2010. Eduardo has a total of 53 state licenses and 2 active Investment Advisor licenses. Eduardo has Series 6, 7, 10, and 63 securities licenses as well as a Series 9 and Series 65 license. Eduardo specializes in portfolio management for businesses and individuals.

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ADVISOR BIO

Eduardo Franca de Macedo is a registered representative and investment advisor representative with Citigroup Global Markets Inc. Eduardo Franca de Macedo has been in the industry since October 2017. Eduardo Franca de Macedo holds the Series 66, SIE, and Series 7 licenses. Eduardo Franca de Macedo is registered in Delaware, Florida, Iowa, Maryland, New York, and Texas. Prior to joining Citigroup Global Markets Inc. Eduardo Franca de Macedo worked for CITI INTERNATIONAL FINANCIAL SERVICES LLC.

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ADVISOR BIO

Eduardo Manuel Carreno is a financial advisor currently working with Morgan Stanley. Eduardo has been in the financial services industry since August 2002. Eduardo's past experience includes roles at Citigroup Global Markets Inc., Delta Equity Services Corporation, Stanford Group Company, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Eduardo is registered with FINRA and the states of California, Colorado, Delaware, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, Minnesota, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, and Virginia. Eduardo holds the Series 7, Series 9, Series 10, and Series 66 licenses. Eduardo is also a Certified Financial Planner.

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ADVISOR BIO

Eduardo Escobar is a financial advisor at Osaic Wealth, Inc. with over a decade of experience in the industry. Eduardo is a Certified Financial Planner™ professional and holds a Series 6, 7, 63, and 66 securities licenses. Eduardo is also a registered investment advisor in Arizona, California, Colorado, Connecticut, Delaware, Florida, Michigan, Nevada, New York, and North Carolina. Eduardo has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Eduardo specializes in financial planning, retirement planning, investment management, and insurance. Eduardo is committed to providing personalized financial advice and helping clients achieve their financial goals.

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ADVISOR BIO

Eduardo Mendoza is a registered representative with Principal Securities, Inc. based in Miami, Florida. Eduardo has been in the securities industry since July 20, 2017. Eduardo has a Series 6, 7, 66 and SIE license. Eduardo Mendoza has experience with Principal Life Insurance Company and Pruco Securities, LLC. Eduardo is also a football coach at Christopher Columbus High School.

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ADVISOR BIO

Eduardo Castro is an investment advisor representative with Morgan Stanley. Eduardo Castro is licensed in Florida and Texas. Eduardo Castro has been in the industry for over 20 years. Previous employment includes Wells Fargo Clearing Services, LLC and Deutsche Bank Securities Inc. Eduardo Castro has passed the Series 63, 66, 7, 9, 10, and SIE exams. Eduardo Castro specializes in offering investment advice and financial planning to individuals, corporations, and other investment companies.

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ADVISOR BIO

Eduardo Cruz is a financial advisor with UBS Financial Services Inc. Eduardo has over 10 years of experience in the financial services industry. Eduardo has been registered with FINRA since 2014 and is licensed to provide investment advice in multiple states. Eduardo holds the Series 66, Series 7, and Series 99 licenses.

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ADVISOR BIO

Eduardo Ariel Gonzalez is a financial advisor with over 10 years of experience in the financial services industry. Eduardo is a CERTIFIED FINANCIAL PLANNER™ professional. Eduardo is currently registered with Mariner Wealth Advisors. Eduardo has previously been affiliated with Merrill Lynch, Pierce, Fenner & Smith Incorporated, SunTrust Investment Services, Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp. Eduardo is a Series 6, 7, 9, 10, 66, and SIE licensed professional.

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ADVISOR BIO

Eduardo Valadao is a financial advisor currently registered with Morgan Stanley. Eduardo has been in the industry since December 2012. Eduardo holds Series 66, Series 7, and SIE licenses. Eduardo's office is located in Boca Raton, Florida and Eduardo also holds registrations in Florida and Texas.

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