Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Carlsen is a financial professional with over 30 years of experience in the industry. Edward is currently registered as an Investment Advisor Representative with Osaic Wealth, Inc. Edward has previously held positions with SAGEPOINT FINANCIAL, INC. and ADVEST, INC., and Dean Witter Reynolds Inc.. Edward is dedicated to providing personalized financial guidance and investment management services to individuals, families, and businesses. Edward specializes in financial planning, portfolio management, pension consulting, and educational seminars.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
09/01/2023 - Present
Osaic Wealth, Inc. (LANCASTER NY)
NY
11/04/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LANCASTER NY)
CT
01/31/1994 - 11/29/2005
ADVEST, INC. (HARTFORD CT)
NY
04/25/1990 - 02/14/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 02/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1991
Series 3 - National Commodity Futures Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Edward Carlsen is the right advisor for you? Invested Better is here to help.
