Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Anthony Burgio is a financial advisor at Independent Financial Partners, a firm headquartered in Tampa, Florida. Edward has been a registered representative since 2010 and holds licenses in several states, including Florida, New York, Pennsylvania, and South Carolina. Edward has worked for several firms in the financial industry and has a broad range of experience in financial planning, investment advice, and portfolio management. In addition to working for Independent Financial Partners, Edward also owns and operates Harbor Wealth Advisors, a financial advising business. Edward is also an agent for Pinnacle Group and Specific Solutions, providing fixed insurance and annuity products to clients. Edward is committed to helping clients reach their financial goals and providing them with the best possible service.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
06/08/2021 - Present
Independent Financial Partners (TAMPA FL)
NY
06/30/2011 - 11/07/2019
KEY INVESTMENT SERVICES LLC (AMHERST NY)
NY
07/22/2010 - 06/14/2011
AXA ADVISORS, LLC (WILLIAMSVILLE NY)
BOTH
Issued 08/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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