Eduardo Sordo (CRD# 4175091) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 23 years of experience in the finance industry. Eduardo Sordo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calamos Financial Services LLC | Naperville, IL | Feb 2022 - Current | 2 |
| Calamos Wealth Management LLC | Naperville, IL | Jul 2021 - Current | 2 |
| The Vanguard Group, Inc. | Delray Beach, FL | Aug 2020 - Jul 2021 | < 1 |
| The Vanguard Group, Inc. | Malvern, PA | Jan 2019 - Aug 2020 | 1 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - Jan 2019 | < 1 |
| Fidelity Investments | Boca Raton, FL | Oct 2010 - Jan 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2000 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- IL
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Total Assets Under Management3,335MILLIONS
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Total Number of Accounts3,021ACCOUNTS
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Average Account Value$1,103,796
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