Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Detomaso is a financial advisor with Seia. Edward has been working in the financial industry since February 1984. Edward is a licensed Insurance Agent. Edward has experience providing financial planning, portfolio management for businesses and individuals, and educational seminars. He is licensed in 16 states and has a Series 6, 7, 31 and SIE license. Edward is also a Chartered Financial Consultant (ChFC).
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.
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.
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2
CA
07/02/2024 - Present
Seia (LOS ANGELES CA)
OH
04/07/2021 - 06/17/2024
CADARET, GRANT & CO., INC. (Cleveland OH)
OH
11/10/2006 - 04/13/2021
SECURITIES AMERICA, INC. (MAYFIELD HEIGHTS OH)
OH
02/25/1994 - 11/15/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (CLEVELAND OH)
IN
02/25/1994 - 05/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
02/16/1984 - 02/14/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/14/1984 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 10/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 12/04/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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