Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Bruno Degeneffe is a financial advisor with over 13 years of experience in the industry. Edward currently works for Equity Services, Inc. with a registration date of August 7, 2017. Edward is a registered representative with FINRA and the state of Wisconsin, and is also registered as an Investment Advisor Representative. Edward has a Series 6, 7, 63, and 65 licenses, as well as the SIE. Edward has worked at several firms in his career, including Northwestern Mutual Investment Services, LLC, MSI Financial Services, Inc., and MML Investors Services, LLC. Edward's areas of expertise include financial planning, investment advisory services, insurance, and real estate.
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.
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.
1
2
WI
08/07/2017 - Present
Equity Services, Inc. (PESHTIGO WI)
WI
03/25/2017 - 08/10/2017
MML INVESTORS SERVICES, LLC (DE PERE WI)
WI
08/08/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DE PERE WI)
WI
12/07/2010 - 08/14/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREEN BAY WI)
IA
Issued 10/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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