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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Allison is a financial advisor with over 40 years of experience in the industry. Edgar is a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. and has been registered with the firm since 1989. Edgar is also a member of the Investment Committee at the First Baptist Church of Pensacola. Edgar's specializations include financial planning, portfolio management for individuals and businesses, and pension consulting. Edgar is licensed in 51 states and holds the Series 7, Series 24, Series 51, and Series 63 securities licenses, as well as the Series 65 investment advisor license.
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.
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.
1
2
FL
07/31/2023 - Present
Osaic Wealth, Inc. (PENSACOLA FL)
PA
10/31/1990 - 12/31/1992
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NA
11/20/1989 - 12/08/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/22/1982 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/04/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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