Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Ingraham is an investment advisor representative with EGI Financial, Inc. in AKRON, OH. Edgar has been in the industry since February 1, 1983. Edgar is registered with the state of Ohio and has Series 65, Series 63, Series 28, Series 24, Series 53, Series 99TO, Series 52TO, SIE, Series 5, and Series 7 licenses. Edgar has been employed by EGI Financial, Inc. since February 8, 2001 and previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Edgar provides financial planning and portfolio management services to individuals and high-net-worth individuals. EGI Financial, Inc. has approximately $288,459,978 in assets under management.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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OH
02/08/2001 - Present
EGI Financial, Inc. (AKRON OH)
NY
01/19/1983 - 04/22/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2004
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 12/14/1992
Series 24 - General Securities Principal Examination
BC
Issued 08/17/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1983
Series 5 - Interest Rate Options Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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