Eduardo Gonzalez López
EDGON Advisory LLC, CRD 287530 EDGON Financial LLC insurance
- Role
- Fss Financial Services Specialist at Edgon Financial, Llc
- Location
- Hartford, CT, US
- LinkedIn followers
- 500 followers
About Eduardo Gonzalez López
At EDGON Advisory and EDGON Financial, we help individuals, families, and businesses make…
Experience
Fss Financial Services Specialist
Oct 2017 — Present
Education
Universidad del Sagrado Corazón
BBA, Finance
1992 — 1998
Securities Traning Corporation STC
Series 7, General Securities Representative
2012 — 2012
Securities Traning Corporation STC
Series 6, Investment Company Product/ Variable Contracts
2010 — 2010
Securities Traning Corporation
Series 63, Uniform Securities Agent State Law Examination
2010 — 2010
The American College of Financial Services
FSS Financial Services Specialists
2011 — 2014
Securities Traning Corporation STC
Series 65, Uniform Investment Adviser Law
2013 — 2013
Skills
- Disability Income Insurance
- Long Term Care Planning Strategies
- Disability Insurance
- Wealth Management Services
- Pension Income Alternative
- Investments
- Financial Needs Analysis
- Insurance
- Life Insurance
- Asset Allocation
- Strategic Planning
- Buy-Sell Agreements
- Strategy
- Executive Compensation Strategies
- Series 7
- Buy/Sell Agreement Funding
- Retirement Planning
- College Funding Strategies
- Wealth Preservation
- Retirement
- Strategic Financial Planning
- Portfolio Building
- Retirement Funding Strategies (401 K 403(B) 457, Pension)
- Securities
- Estate Planning
- Investment Strategies
- Uniform Securities Agent State Law
- Portfolio Management
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