Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Bradley Smith is a financial advisor with over 40 years of experience in the financial services industry. He is currently registered with Commonwealth Financial Network and has held previous positions at firms including Securian Financial Services, Inc., CRI Securities, LLC, and Kavanaugh Securities, Inc.. Edward is registered as a broker-dealer and investment advisor in numerous states across the country. He holds a Series 63, Series 65, Series 7, and Series 24 license. Edward specializes in providing financial planning, investment management, and insurance services to a diverse clientele including high-net-worth individuals, corporations, and charitable organizations. Edward is committed to providing personalized advice and services tailored to meet the unique needs of each client.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
08/14/2018 - Present
Commonwealth Financial Network (Bloomington MN)
MN
06/01/1992 - 08/16/2018
CRI SECURITIES, LLC (BLOOMINGTON MN)
MN
06/01/1992 - 08/16/2018
SECURIAN FINANCIAL SERVICES, INC. (BLOOMINGTON MN)
TX
01/19/1990 - 06/02/1992
KAVANAUGH SECURITIES, INC. (DALLAS TX)
AZ
11/19/1989 - 02/08/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
05/08/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/31/1984 - 05/01/1986
CONSOLIDATED RESOURCES, INC.
NA
06/24/1980 - 09/27/1985
THE MINNESOTA MUTUAL LIFE INSURANCE COMPANY
NA
04/23/1980 - 01/27/1984
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 11/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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