Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward D. Springer is a financial advisor with over 20 years of experience in the financial services industry. Edward has been with Tiaa-Cref Individual & Institutional Services, LLC since 2013. Prior to that, Edward was a financial advisor at PNC Investments, Natcity Investments, Inc., Tower Square Securities, Inc., Sammons Securities Company, LLC and Walnut Street Securities, Inc. Edward holds Series 6, 7, 63, and 66 licenses. Edward has experience in financial planning, portfolio management for individuals and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
FL
07/23/2013 - Present
Tiaa-Cref Individual & Institutional Services, LLC (TAMPA FL)
FL
12/05/2006 - 06/28/2013
PNC INVESTMENTS (BRANDON FL)
PA
11/16/2004 - 09/25/2006
NATCITY INVESTMENTS, INC. (HOUSTON PA)
CA
01/16/2003 - 11/30/2004
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
MI
02/09/2002 - 12/31/2002
SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)
CA
07/10/2001 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BOTH
Issued 07/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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