Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Maier is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Edward has been in the industry since June 2004 and has been registered in Illinois since December 2017. Edward has been registered with RAYMOND JAMES & ASSOCIATES, INC., DEUTSCHE BANK SECURITIES INC. and BANC OF AMERICA INVESTMENT SERVICES, INC. in the past. Edward has passed the Series 66, Series 7 and the SIE exams. Edward is licensed to offer investment advisory services in 53 states and jurisdictions. Edward specializes in asset allocation, portfolio management, and investment advice. Edward also offers financial planning services, educational seminars, and research reports. Edward has a history of working with individuals, corporations, and institutional investors. Edward has a strong track record of success in the investment industry.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
IL
12/15/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
IL
09/06/2016 - 12/18/2017
RAYMOND JAMES & ASSOCIATES, INC. (Chicago IL)
IL
06/14/2005 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (CHICAGO IL)
MA
06/03/2004 - 06/13/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 07/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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