Eduardo ProvinciaOperations Manager
Phone: 818-708-6888 Eduardo Provincia graduated from California State University Northridge with a Bachelor’s of Science in Business Administration in the fall of 2004. In 2005 he began his career in the financial services industry as a client service associate at UBS Financial Services Inc., Beverly Hills retail brokerage where he supported a team of financial advisors with about $400 million dollars in managed assets. In 2007 Eduardo enhanced his position at Envestnet Asset Management, as an institutional client services associate where he supported multi billion dollar investment programs until becoming part of Planned Asset Management in March 2011 as the Operations Manager. Eduardo currently holds Series 7, 66 FINRA licenses and California Life, Disability & Long Term Care Insurance license. 
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26135 Mureau Road, Suite 201 Phone: 818-708-6888 |
ADVISORY SERVICES THROUGH PLANNED ASSET MANAGEMENT, LLC, A SEC REGISTERED INVESTMENT ADVISOR. SECURITIES AND ADDITIONAL ADVISORY SERVICES OFFERED THROUGH INDEPENDENT FINANCIAL GROUP, LLC(IFG), A REGISTERED BROKER-DEALER AND INVESTMENT ADVISOR. MEMBER FINRA/SIPC. PLANNED ASSET MANAGEMENT AND IFG ARE NOT AFFILIATED ENTITIES.