Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Haro is a financial professional with over 25 years of experience in the industry. Edward is currently registered with the state of California as an Investment Advisor Representative. Edward has worked with various insurance carriers since 1997 and has been an independent insurance agent. Edward is currently affiliated with Edward Haro Financial, LLC and has been working with the firm since 2022. Edward is a highly qualified advisor with a deep understanding of the financial markets and a commitment to providing personalized service to clients. Edward has a proven track record of success in helping clients achieve their financial goals and can help you develop a personalized plan to meet your individual needs. Edward's expertise in insurance and investment planning provides clients with a well-rounded approach to wealth management.
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.
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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CA
09/27/2023 - Present
Edward Haro Financial, LLC (TUSTIN CA)
CA
09/10/2018 - 09/21/2023
CROWN CAPITAL SECURITIES, L.P. (TUSTIN CA)
CA
07/27/2011 - 09/10/2018
FORESTERS EQUITY SERVICES, INC. (TUSTIN CA)
CA
02/18/1997 - 05/11/2011
WADDELL & REED, INC. (COSTA MESA CA)
BC
Issued 02/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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