Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Alfred Morales is an investment advisor representative with TLG Advisors, Inc. Edgar has been in the financial industry since 1985 and has held licenses in multiple states. Edgar holds FINRA Series 6, 7, 22, 26, 63, and 65 licenses. Edgar is also a licensed insurance agent. Edgar has a history of working with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Edgar has a specialization in the placement of institutional funds. Edgar has worked with clients on a variety of financial planning needs, including retirement planning, college savings, and estate planning. Edgar also provides investment management services to individuals, corporations, and pooled investment vehicles.
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.
Placement of institutional funds
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.
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2
CO
04/11/2018 - Present
TLG Advisors, Inc. (LITTLETON CO)
NJ
07/05/1983 - 08/14/2008
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 05/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/27/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/27/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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