Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Alan Koven has been in the financial services industry since July 21, 1987. Edward is currently registered with Ameriprise Financial Services, LLC as a Registered Representative and Investment Adviser Representative. Edward is licensed in several states, including California, Texas, Arizona, and Florida, among others. Prior to joining Ameriprise Financial Services, Edward has experience with firms such as Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc, Citigroup Global Markets Inc, and Lehman Brothers Inc. Edward has a strong background in financial planning, portfolio management, and asset allocation. Edward has a special interest in working with individuals, families, trusts, estates, corporations, and charitable organizations.
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.
Asset allocation services
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
AZ
08/29/2016 - Present
Ameriprise Financial Services, LLC (TUCSON AZ)
AZ
06/01/2009 - 04/14/2014
MORGAN STANLEY (TUCSON AZ)
AZ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TUCSON AZ)
AZ
10/21/2005 - 04/02/2007
MORGAN STANLEY DW INC. (TUCSON AZ)
NY
07/31/1993 - 11/07/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/22/1987 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1987
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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