Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Balfour is a financial advisor who has been in the industry since 1996. Edward is registered with Equitable Advisors, LLC, and has offices in Bellevue, Washington. Edward has a wide range of experience in the financial services industry, including working with individuals, families, businesses, and retirement plans. Edward holds a number of licenses and certifications, including Series 6, 7, 24, 53, 63, and 65. Edward is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
WA
06/02/2017 - Present
Equitable Advisors, LLC (BELLEVUE WA)
WA
04/04/2014 - 05/31/2017
VOYA FINANCIAL ADVISORS, INC. (BELLEVUE WA)
MN
08/14/1996 - 04/08/2014
AXA ADVISORS, LLC (MINNEAPOLIS MN)
NY
08/14/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
08/14/1996 - 12/31/1996
EQUITABLE VARIABLE LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 07/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Edward Balfour is the right advisor for you? Invested Better is here to help.
