Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Ostrowski iii is a financial advisor at Fidelity Personal and Workplace Advisors. Edward is based in Boynton Beach, Florida and has been in the financial services industry since 2014. Edward holds the Series 7, Series 66, and SIE securities licenses and has been registered with FINRA since 2014. Edward is also registered with the state of Florida and Texas to provide investment advisory services. Previously, Edward worked at Kovack Securities Inc. and Voya Financial Advisors, Inc. Edward specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Edward's primary focus is on providing financial planning, portfolio management, and investment advisory services.
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.
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
FL
03/13/2023 - Present
Fidelity Personal AND Workplace Advisors (BOYNTON BEACH FL)
FL
11/02/2015 - 05/23/2022
KOVACK SECURITIES INC. (Boynton Beach FL)
FL
07/01/2014 - 11/05/2015
VOYA FINANCIAL ADVISORS, INC. (BOCA RATON FL)
BOTH
Issued 01/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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