Eduardo Henrique Loureiro Fernandes

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 04/2017
  Programa Paraibano Da Qualidade - Abracinov
  Sao Paulo
• 04/2017 → 02/2018
  Grupo Casa Branca
  Joao Pessoa - Pb
• 03/2018 → 05/2019
  Engenho Sao Paulo
  Cruz Do Espirito Santo
• 01/2019 → 12/2019
  Full-Time Education
  Scarborough
• 09/2019 → 12/2019
  Ptag
  Markham
• 01/2020 → 12/2021
  Astus Medical
  Sao Paulo
• 01/2022 → 10/2022
  Extended Travel
  Orlando, FL
• 11/2022 → 05/2023
  Construemax
  Orlando, FL
• 05/2023 → 08/2024
  Charles Schwab & Co., Inc
  Orlando, FL
• 08/2024 → Present
  Truist Investment Services, Inc
  Orlando, FL
• 09/2024 → Present
  Truist Advisory Services, Inc.
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-09-27
• S63 Uniform Securities Agent State Law Examination
  2023-09-18

Other Names

• Eduardohenr Loureirofernandes