Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Felix Dublis is a financial professional with over 30 years of experience in the industry. Edward has been registered with the state of Michigan since 1993 and holds a Series 7, Series 6, Series 24, Series 26, Series 63 and Series 65 license. Currently, Edward is an Investment Advisor Representative for Cambridge Investment Research Advisors, Inc., which specializes in providing investment advice and financial planning services to a wide range of clients. Previously, Edward was affiliated with LPL FINANCIAL LLC, INVEST FINANCIAL CORPORATION, HARBOUR INVESTMENTS, INC., and others. Edward also has designations as a Chartered Financial Consultant.
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
MI
07/20/2021 - Present
Cambridge Investment Research Advisors, Inc. (Byron Center MI)
MI
12/16/2013 - 07/22/2021
LPL FINANCIAL LLC (BYRON CENTER MI)
MI
07/01/2005 - 12/17/2013
INVEST FINANCIAL CORPORATION (WYOMING MI)
WI
11/14/2003 - 07/06/2005
HARBOUR INVESTMENTS, INC. (MADISON WI)
MA
12/24/1996 - 11/14/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
PA
06/21/1996 - 12/24/1996
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MA
03/01/1996 - 07/19/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
09/20/1995 - 03/01/1996
G. R. PHELPS & CO., INC.
NY
02/11/1993 - 08/31/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
02/28/1983 - 03/01/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 05/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 03/19/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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