Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Bamberg is a financial advisor with LPL Financial LLC, based in Vero Beach, FL. Edward has been working in the financial industry since 1996 and has experience working with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, Woodbury Financial Services, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Edward offers financial planning, portfolio management, and consulting services. Edward is a Certified Financial Planner and a Chartered Financial Consultant.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
11/19/2024 - Present
LPL Financial LLC (VERO BEACH FL)
FL
02/28/2013 - 05/28/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VERO BEACH FL)
FL
05/23/2011 - 03/12/2013
MORGAN STANLEY (VERO BEACH FL)
FL
05/29/2008 - 05/24/2011
WOODBURY FINANCIAL SERVICES, INC. (VERO BEACH FL)
FL
01/11/1996 - 05/28/2008
AXA ADVISORS, LLC (VERO BEACH FL)
NY
01/11/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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