Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edna? Claim Your ProfileEdna Bermil is a financial advisor with Alliance-ONE Investments, LLC in Tulsa, OK. Edna has been working in the industry since January 10, 2015 and has held prior roles with Ameriprise Financial Services, LLC and Riversource Distributors, Inc. Edna has passed a number of industry exams including the Series 6, 7TO, 24, and 63 exams.
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.
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.
1
2
OK
09/04/2024 - Present
Alliance-ONE Investments, LLC (Tulsa OK)
NA
02/04/2021 - 07/04/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Makati City, Manila )
MN
11/11/2014 - 02/04/2021
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
BC
Issued 11/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2023
Series 24 - General Securities Principal Examination
BC
Issued 11/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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