Unclaimed
Edward Charles Schoeb is a financial advisor with Commonwealth Financial Network. Edward has been in the financial services industry since 2004. Edward holds Series 7, Series 63 and Series 66 securities licenses. Edward's previous experience includes working with LPL Financial, Wesbanco Securities, and NFP Securities. Edward specializes in providing financial planning and investment advice to individuals, families, and businesses. Commonwealth Financial Network is a Registered Investment Advisor with over $177 billion in assets under management.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
08/07/2020 - Present
Commonwealth Financial Network (Carnegie PA)
PA
08/07/2020 - 07/03/2023
COMMONWEALTH FINANCIAL NETWORK (Wexford PA)
PA
03/31/2016 - 08/17/2020
LPL FINANCIAL LLC (CARNEGIE PA)
PA
06/30/2014 - 04/11/2016
WESBANCO SECURITIES, INC. (PITTSBURGH PA)
PA
05/10/2010 - 06/30/2014
LPL FINANCIAL LLC (BETHEL PARK PA)
PA
05/15/2007 - 04/22/2010
NFP SECURITIES, INC. (PITTSBURGH PA)
IA
03/22/2005 - 03/08/2006
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MN
07/12/2004 - 10/29/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/12/2004 - 10/29/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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