Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Strobel is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since 2005. Edward has been with Merrill Lynch since 2014 and has worked for several other prominent firms including Chase Investment Services Corp. and Charles Schwab & Co., Inc. Edward is registered in Arizona, California and Texas. Edward is a financial advisor with experience in providing financial advice to a wide range of clients including individuals, businesses, insurance companies, and charitable organizations. Edward holds the Series 7 and 66 securities licenses as well as the SIE exam. Edward's firm has a total of over $1 trillion in assets under management and has been in business for over 100 years.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
AZ
09/03/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Chandler AZ)
AZ
10/08/2010 - 01/25/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
01/01/2008 - 10/15/2009
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
CA
01/26/2004 - 04/30/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
TX
02/05/1998 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
11/07/1994 - 11/25/1994
OFFERMAN & COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Edward Strobel is the right advisor for you? Invested Better is here to help.
