Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Kofman is a financial advisor with over 35 years of experience in the industry. Edward is a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. Edward is licensed in multiple states and has a variety of designations, including Certified Financial Planner. Edward specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations. Edward is also a board member for several non-profit organizations in the Alameda area.
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.
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2
CA
04/02/2019 - Present
Osaic Wealth, Inc. (ALAMEDA CA)
NA
04/23/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 10/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/22/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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