Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward E. Kavo is a financial advisor registered with Cambridge Investment Research Advisors, Inc. located in Irwin, PA. Edward has been working in the financial services industry since 1977. Edward has experience with portfolio management, financial planning, and pension consulting. Edward is also registered to provide investment advisory services in Pennsylvania.
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.
Solicitation fees from 3rd party money managers
1
2
PA
09/29/2011 - Present
Cambridge Investment Research Advisors, Inc. (IRWIN PA)
PA
02/20/2001 - 10/10/2011
WALNUT STREET SECURITIES, INC. (PITTSBURGH PA)
OH
04/08/1994 - 02/20/2001
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
CA
09/19/1977 - 04/13/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 02/11/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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