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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 Marita is a financial advisor currently registered with Morgan Stanley in Potomac, MD. Edgar has been working in the financial services industry since July 2011 and has previously worked at UBS Financial Services Inc. Edgar holds various securities licenses including Series 7, 9, 10, 63 and 66. Edgar is registered to provide investment advice in all 50 states, the District of Columbia and Puerto Rico. Edgar is also licensed to provide investment advice to both individuals and businesses and offers a variety of financial planning services.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MD
09/06/2024 - Present
Morgan Stanley (POTOMAC MD)
CA
07/01/2011 - 08/30/2024
UBS FINANCIAL SERVICES INC. (MENLO PARK CA)
BOTH
Issued 03/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/15/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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