Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar F. Whitmore III is an investment advisor representative registered with MML Investors Services, LLC and has been in the industry since April 1993. Edgar F. Whitmore III has licenses to practice in both California and Texas and is registered in several other states. Edgar F. Whitmore III has his Series 7, 6, and 63 securities licenses, and his Series 66 license. Edgar F. Whitmore III is a financial advisor with MML Investors Services, LLC, a firm with over 5,600 agents and 7,000 investment adviser representatives. MML Investors Services, LLC provides financial and insurance services to individual and institutional clients. Edgar F. Whitmore III offers various financial planning services, including asset allocation, retirement planning, and college savings plans. Edgar F. Whitmore III is also licensed to sell insurance and has experience providing insurance services. Edgar F. Whitmore III is committed to providing clients with the best possible financial advice and guidance.
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
CA
09/19/2013 - Present
MML Investors Services, LLC (LOS ANGELES CA)
CA
04/06/1993 - 04/30/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
WI
04/06/1993 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 01/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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