Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edik? Claim Your ProfileEdik Eskandarian is an investment advisor representative with Ameriprise Financial Services, LLC. Edik has been in the securities industry since June 17, 2000, and has held prior roles at Berthel, Fisher & Company Financial Services, Inc., Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Edik is registered with the Financial Industry Regulatory Authority (FINRA) and the states of Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Maryland, Massachusetts, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Puerto Rico, South Carolina, and Washington. Edik is also registered as an investment advisor representative in Connecticut and New York. Edik has passed the Series 66, Series 7, and SIE exams. Edik's specializations include: Retirement Planning, College Savings, Estate Planning, Insurance, and Financial Planning.
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 services
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
CT
03/02/2022 - Present
Ameriprise Financial Services, LLC (GREENWICH CT)
NY
08/20/2009 - 03/02/2022
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (WHITE PLAINS NY)
NY
04/02/2007 - 05/18/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
02/22/2001 - 04/02/2007
MORGAN STANLEY DW INC. (WHITE PLAINS NY)
NY
02/25/2000 - 01/31/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/13/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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