Unclaimed
Edmund Damien Tschopp is a financial advisor with over 29 years of experience in the financial services industry. Edmund is currently registered with Osaic Wealth, Inc. and has previously been registered with Commonwealth Financial Network, Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, and PRUCO Securities Corporation. Edmund holds the Series 6, 7, 63, and 66 licenses, along with the SIE. Edmund is also a Certified Financial Planner and a Chartered Financial Consultant. Edmund provides financial planning services and is an active member of the community, volunteering as a facilitator for Crown Financial Ministries.
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
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NJ
02/16/2007 - 06/27/2016
COMMONWEALTH FINANCIAL NETWORK (SPARTA NJ)
NJ
04/26/1995 - 02/20/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SPARTA NJ)
WI
05/08/1995 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NJ
04/08/1993 - 06/01/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 07/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Edmund Tschopp is the right advisor for you? Invested Better is here to help.