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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edmund? Claim Your ProfileEdmund Bosse is an investment advisor representative with Equitable Advisors, LLC. Edmund has been in the industry since 1986 and has been associated with Equitable Advisors, LLC since November 2021. Prior to that, Edmund worked with Park Avenue Securities LLC, MML Investors Services, LLC, MSI Financial Services, Inc., Metropolitan Life Insurance Company, FSC Securities Corporation, Capital Brokerage Corporation, Mutual Service Corporation, Forth Financial Securities, Corporation, and W. S. Griffith & Co., Inc. Edmund holds a Series 7, Series 63, and Series 65 licenses. Edmund specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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
OH
11/29/2021 - Present
Equitable Advisors, LLC (CLEVELAND OH)
OH
10/25/2021 - 10/26/2021
PARK AVENUE SECURITIES LLC (BEACHWOOD OH)
OH
03/25/2017 - 04/20/2021
MML INVESTORS SERVICES, LLC (CLEVELAND OH)
OH
06/19/2003 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BROADVIEW HEIGHTS OH)
OH
06/19/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BROADVIEW HEIGHTS OH)
GA
09/26/2001 - 06/18/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
VA
01/04/2000 - 09/26/2001
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MA
05/09/1991 - 12/31/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
04/05/1991 - 04/29/1991
MUTUAL SERVICE CORPORATION
VA
04/07/1987 - 04/08/1991
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
NA
12/23/1985 - 04/07/1987
W. S. GRIFFITH & CO., INC.
IA
Issued 08/17/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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