Unclaimed
Edward Harkins is a financial advisor with over 30 years of experience in the industry. Edward is currently registered with Cetera Investment Advisers LLC as a Registered Representative (RA). Edward has previously been affiliated with First Allied Securities, Inc., National Planning Corporation, Royal Alliance Associates, Inc., Nathan & Lewis Securities, Inc., Investacorp, Inc., and Cigna Financial Advisors, Inc. Edward provides financial planning services, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals and businesses.
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
FL
10/14/2020 - Present
Cetera Investment Advisers LLC (NAPLES FL)
FL
12/01/2014 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Naples FL)
CT
02/22/2000 - 12/02/2014
NATIONAL PLANNING CORPORATION (RIDGEFIELD CT)
AZ
11/01/1995 - 02/25/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
07/27/1994 - 11/02/1995
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
FL
03/24/1994 - 08/03/1994
INVESTACORP, INC. (MIAMI FL)
PA
09/26/1991 - 01/01/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BOTH
Issued 07/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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