Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Blair Secrest is a financial advisor with Summit Financial, LLC based in Raleigh, North Carolina. Edward has been in the industry since 1991. Edward previously worked for LPL Financial LLC, Waterstone Financial Group, Inc., Tower Square Securities, Inc., InterSecurities, Inc., Washington Square Securities, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Edward holds Series 6, 7, 24, 63, and 65 licenses as well as the SIE. Edward is a Certified Financial Planner™.
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.
Helps you choose top advisors aligned with your financial 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.
1
2
NC
01/01/2025 - Present
Summit Financial, LLC (Raleigh NC)
NC
09/08/2009 - 09/11/2019
LPL FINANCIAL LLC (RALEIGH NC)
NC
08/15/2005 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (DURHAM NC)
CA
11/21/1997 - 08/15/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
FL
03/29/1993 - 11/07/1997
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CT
05/11/1992 - 03/09/1993
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
08/06/1991 - 03/12/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/06/1991 - 03/12/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 07/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Edward Secrest is the right advisor for you? Invested Better is here to help.
