Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allyn? Claim Your ProfileAllyn Walter Edwards is a financial professional with over 20 years of experience in the industry. Edwards is currently registered with LPL Financial LLC and has held previous roles with Kovack Securities Inc. and Metropolitan Investment Securities, Inc. Edwards holds a Series 6, 7, 63, and 66 licenses as well as the SIE designation. Edwards provides financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
08/08/2018 - Present
LPL Financial LLC (SAN ANTONIO TX)
OR
12/11/2003 - 07/27/2018
KOVACK SECURITIES INC. (NEWBERG OR)
WA
09/21/2000 - 12/11/2003
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
BOTH
Issued 11/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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