Unclaimed
Eduard Edson is a financial professional with over 14 years of experience in the industry. Eduard is currently registered with Oneamerica Securities, Inc. and is licensed in Alaska, Oregon and Washington. Eduard has a strong background in the securities industry, having previously worked with Paychex Securities Corporation, ADP Broker-Dealer, Inc., and Ameriprise Financial Services, Inc. Eduard holds the Series 6, 7, and 63 licenses. He has a diverse range of experience in the industry and specializes in financial planning, portfolio management, and pension consulting. Eduard's expertise includes working with both individual and business clients.
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
IN
05/19/2023 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
WA
05/29/2018 - 04/27/2023
PAYCHEX SECURITIES CORPORATION (Renton WA)
NJ
04/11/2011 - 11/21/2012
ADP BROKER-DEALER, INC. (ROSELAND NJ)
MN
02/03/2009 - 05/09/2011
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BC
Issued 05/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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