Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Terranova is an investment advisor representative with LPL Financial LLC. Edward has been in the financial services industry since 2016. Edward has passed the Series 63, 66, 7, 9, 10, 99TO, and SIE exams. Edward has been registered with LPL Financial LLC since 2024. Edward has previously been registered with OSAIC WEALTH, INC., SECURITIES AMERICA, INC., TRIAD ADVISORS LLC, WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC., and Morgan Stanley.
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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AZ
05/21/2024 - Present
LPL Financial LLC (TEMPE AZ)
AZ
03/29/2022 - 05/02/2024
OSAIC WEALTH, INC. (SCOTTSDALE AZ)
NE
03/29/2022 - 05/02/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
03/29/2022 - 05/02/2024
TRIAD ADVISORS LLC (ATLANTA GA)
MN
03/29/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
03/29/2022 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
03/28/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
07/20/2018 - 04/13/2022
MORGAN STANLEY (GILBERT AZ)
AZ
07/25/2016 - 06/21/2018
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BOTH
Issued 08/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/27/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/21/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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