Unclaimed
Edmund David Maher is a financial advisor with LPL Financial LLC located in Franklin, TN. Edmund has been in the financial services industry since 2002. He has a Series 7, Series 63 and SIE licenses. Edmund has previous experience with Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
07/11/2019 - Present
LPL Financial LLC (FRANKLIN TN)
TN
08/30/2018 - 06/17/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NASHVILLE TN)
TN
11/07/2001 - 06/27/2018
ROBERT W. BAIRD & CO. INCORPORATED (NASHVILLE TN)
BC
Issued 02/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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