Unclaimed
Eddie Viscovich is a financial advisor at LPL Financial LLC. Eddie is registered with the state of New Jersey and has been working in the financial services industry since March 20, 1993. Eddie has a wide range of experience and expertise in providing financial advice to individuals, families, and businesses. Eddie holds the Series 7, Series 63, Series 65, and Series 26 licenses. Eddie's areas of expertise include investment planning, retirement planning, and estate planning. Eddie is committed to providing his clients with personalized service and helping them achieve their financial goals.
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
NY
08/03/2021 - Present
LPL Financial LLC (WOODSIDE NY)
NY
04/24/2018 - 10/04/2023
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (WOODSIDE NY)
NY
11/06/2006 - 05/27/2008
IFMG SECURITIES, INC. (WOODSIDE NY)
NY
10/04/2006 - 11/03/2006
CHASE INVESTMENT SERVICES CORP. (JACKSON HEIGHTS NY)
NY
09/24/2002 - 10/04/2006
BNY INVESTMENT CENTER INC. (NEW YORK NY)
FL
01/04/1999 - 09/19/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
01/18/1995 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
11/15/1993 - 12/20/1994
NATWEST INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
01/19/1993 - 05/18/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/16/1992 - 09/15/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eddie Viscovich is the right advisor for you? Invested Better is here to help.