Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Emilio Herrera is a financial advisor registered with LPL Financial LLC and has been in the industry since August 8, 2016. Edward Emilio Herrera holds Series 6, 7 and 66 licenses, as well as the SIE exam. Edward Emilio Herrera is registered in Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia and Washington. In addition to working with LPL Financial LLC, Edward Emilio Herrera has worked with VOYA FINANCIAL ADVISORS, INC. and ALLIANCE FINANCIAL PARTNERS, INC. Edward Emilio Herrera is a registered representative of LPL Financial LLC and is licensed to offer insurance.
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.
Consulting and other non-discretionary advisory services
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.
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FL
09/11/2019 - Present
LPL Financial LLC (PALM COAST FL)
FL
08/09/2016 - 11/19/2016
VOYA FINANCIAL ADVISORS, INC. (PALM COAST FL)
BOTH
Issued 11/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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