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 advisor with over 20 years of experience in the industry. Edward has held various positions at several firms, including MSI Financial Services, Inc., LPL Financial LLC, Citigroup Global Markets Inc., and Dean Witter Reynolds Inc. Edward specializes in providing financial planning, portfolio management, and investment advisory services. Currently, Edward is registered with MML Investors Services, LLC and offers services for high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, insurance companies, charitable organizations, and trusts, foundations and endowments.
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 7/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/5/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/24/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 6/9/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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