Unclaimed
Edmond Irwin is a financial advisor with Equitable Advisors, LLC. Edmond has been in the financial services industry for over 24 years. Edmond is registered with the Securities and Exchange Commission and has a Series 6, 7, 63, and 65 license. Edmond specializes in financial planning, pension consulting, and portfolio management. Edmond also offers educational seminars and selection of other advisors. Edmond's prior experience includes working at The Equitable Life Assurance Society of the United States. Edmond is committed to providing clients with personalized financial advice and guidance. Edmond also works with clients on retirement planning, investment management, and insurance needs. Edmond can help you achieve your financial goals.
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.
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NY
04/12/2021 - Present
Equitable Advisors, LLC (PORT JEFFERSON STATION NY)
NY
03/12/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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