Eduardo Gimenez is a CFP-designated registered investment advisor, based in Hobe Sound, FL, with 30 years of industry experience.
Location
Hobe Sound, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eduardo is an agent for non-variable insurance, spending about a quarter of his time on it. He also provides investment advisory services through Global Retirement Partners, LLC and works for HUB International, dedicating full-time hours to these roles.
Employment History
Current Registrations
HUB International Investment Services INC.Broker
HUB International Investment Services INC.
Global Retirement Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Telesis INCBroker
Financial Telesis, INC.
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Capital Brokerage CorporationBroker
Forth Financial Securities, CorporationBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.