Eduardo Guzman-Valiente
Eduardo Guzman-Valiente is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Juan, PR, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Urb. Alturas De Torrimar, 4-7 Santa Avenue, San Juan, PR, 00969
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eduardo is a co-manager of an LLC, manages rental real estate, is an officer of Guzman & Carbonell, Inc. and Guzman & Co Inc., and is the executor for his parents' estates. He also manages JJ Estate Management LLC, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations3 states
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