Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you E.? Claim Your ProfileEdwin Loomis is a Registered Representative with MML Investors Services, LLC. Edwin Loomis has been in the industry since 2012 and is licensed in multiple states. Previously, Edwin Loomis was a Registered Representative with MSI Financial Services, Inc. Edwin Loomis's practice focuses on providing asset allocation programs and portfolio management for businesses and individuals. Edwin Loomis can also assist with financial planning and pension consulting. Edwin Loomis is also an insurance agent, and does business under the name Brooks Loomis Inv rel.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
CT
03/25/2017 - Present
MML Investors Services, LLC (WEST HARTFORD CT)
CT
04/11/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WEST HARTFORD CT)
CT
09/03/2013 - 01/13/2016
CETERA ADVISOR NETWORKS LLC (AVON CT)
CT
07/01/2013 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (AVON CT)
CT
10/21/2011 - 04/25/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
BOTH
Issued 11/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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