Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Alferoff has been in the financial services industry since February 2003. Currently, Edward is a Registered Representative with MML Investors Services, LLC. Edward is also a Certified Financial Planner and a Chartered Financial Consultant. Edward has a diverse background in financial services, having previously been associated with MSI FINANCIAL SERVICES, INC., AXA ADVISORS, LLC and HORNOR, TOWNSEND & KENT, INC. Edward's experience spans various areas of financial planning, including asset allocation, portfolio management, and insurance. He has a passion for helping individuals and families 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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
10/06/2021 - Present
MML Investors Services, LLC (New York NY)
NY
12/08/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (New York NY)
NY
06/22/2004 - 12/17/2014
AXA ADVISORS, LLC (NEW YORK NY)
PA
02/12/2003 - 06/14/2004
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
Issued 07/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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