Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Carl Ittner is an Investment Advisor Representative with Brokers International Financial Services, LLC. Edward has been in the securities industry since 1976. He is registered with the state of Arizona, California, Hawaii and Texas. He has been with Brokers International Financial Services, LLC since 2017 and previously worked for NEXT FINANCIAL GROUP, INC.. Edward's primary business is providing investment advisory services for individuals and other investment advisors. Edward offers other advisory services, such as educational seminars, publication of periodicals, and selection of other advisors. He is also a Registered Representative.
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.
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.
Percentage of assets managed by third-party advisor firms
1
2
IA
09/25/2017 - Present
Brokers International Financial Services, LLC (URBANDALE IA)
AZ
10/06/2010 - 09/05/2017
NEXT FINANCIAL GROUP, INC. (SCOTTSDALE AZ)
AZ
08/11/2010 - 10/06/2010
SECURITIES AMERICA, INC. (SCOTTSDALE AZ)
AZ
12/14/2007 - 08/20/2010
NEXT FINANCIAL GROUP, INC. (SCOTTSDALE AZ)
AZ
02/06/2003 - 12/07/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
FL
05/16/2001 - 02/11/2003
STEPHEN A. KOHN & ASSOCIATES, LTD. (LUTZ FL)
CT
06/17/1998 - 08/25/1999
NORTHSTAR DISTRIBUTORS, INC. (STAMFORD CT)
NY
06/27/1996 - 10/29/1997
WORLDWIDE VALUE DISTRIBUTORS, LLC (NEW YORK NY)
NY
10/11/1990 - 03/02/1995
PIMCO ADVISORS DISTRIBUTION COMPANY (NEW YORK NY)
NJ
08/29/1972 - 06/20/1990
METRIC CAPITAL CORPORATION (MORRISTOWN NJ)
IA
Issued 07/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/1983
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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