Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Irwin is a financial professional with over 20 years of experience in the financial services industry. Edward is currently a registered representative with Thrivent Investment Management Inc. Edward has experience working with a range of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth clients. Edward holds Series 7, 9, 10, 63, 65, and 66 licenses and 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.
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
MN
06/18/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
IN
04/01/2024 - 05/10/2024
CFD INVESTMENTS, INC. (KOKOMO IN)
NE
02/28/2003 - 08/09/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
11/13/2000 - 04/25/2001
QUICK & REILLY, INC. (NEW YORK NY)
MI
01/03/2000 - 10/27/2000
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
NY
01/01/1999 - 12/31/1999
FAHNESTOCK & CO., INC. (NEW YORK NY)
MI
08/18/1998 - 01/01/1999
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
TX
02/22/1996 - 06/08/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 06/04/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/03/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2024
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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