Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Burgos is a financial advisor with Park Avenue Securities LLC, a firm that is headquartered in New York. Edward has been in the financial services industry since 1998. Edward has been registered with the state of Florida since 2023 and with the state of Texas since 2024. Edward holds the Series 7, 7TO, 9, 10, 31 and 66 licenses as well as the SIE certification. Edward has experience working at Morgan Stanley, SunTrust Investment Services, Inc., and Charles Schwab & Co., Inc. Edward offers financial planning, selection of other advisors and portfolio management for individuals. Edward is also 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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
10/23/2024 - Present
Park Avenue Securities LLC (LAKE MARY FL)
FL
01/18/2019 - 07/30/2021
CHARLES SCHWAB & CO., INC. (Orlando FL)
FL
12/23/2015 - 09/27/2018
MORGAN STANLEY (ORLANDO FL)
FL
10/26/2007 - 12/21/2015
SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)
IN
02/13/2007 - 10/29/2007
CHARLES SCHWAB & CO., INC. (FISHERS (INDIANAPOLIS) IN)
FL
07/27/2005 - 02/09/2007
SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)
TX
04/03/1998 - 11/23/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 11/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/20/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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