Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Zang is a financial professional with over 20 years of experience in the industry. He is currently registered with MML Investors Services, LLC as an Investment Advisor Representative (IAR) in New York. Edward has held previous roles at MSI Financial Services, Inc., LPL Financial LLC, Citigroup Global Markets Inc., CitiCorp Investment Services, H&R Block Financial Advisors, Inc., Royal Alliance Associates, Inc., Prime Capital Services, Inc., and Dean Witter Reynolds Inc. He holds a Series 66, Series 24, SIE, Series 31, and Series 7 licenses. Edward's areas of expertise include financial planning, asset allocation programs, pension consulting, and educational seminars. Edward offers portfolio management services to both individuals and businesses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
07/15/2021 - Present
MML Investors Services, LLC (New York NY)
NY
09/30/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
12/07/2009 - 10/19/2011
LPL FINANCIAL LLC (NEW YORK NY)
NY
05/29/2007 - 12/17/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CT
01/31/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (ORANGE CT)
MI
02/27/2003 - 01/23/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
AZ
12/04/2002 - 04/07/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
12/18/2001 - 12/02/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NY
06/12/2000 - 08/09/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 07/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 06/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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