Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Francis Chairvolotti is a financial advisor at LPL Financial LLC in WINTER PARK, FL. Edward has been in the industry since 1987. Edward is also a registered investment advisor (IAR) and owner of Chairvolotti Financial, Inc., a firm that provides financial planning and consulting services. Edward is licensed in several states including California, Colorado, District of Columbia, Florida, Georgia, Illinois, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Texas, and Virginia.
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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2
FL
09/18/2008 - Present
LPL Financial LLC (WINTER PARK FL)
FL
08/16/2006 - 06/06/2008
INVESTORS CAPITAL CORP. (ORLANDO FL)
FL
10/13/2004 - 08/21/2006
SUNSET FINANCIAL SERVICES, INC. (ORLANDO FL)
TX
05/13/2004 - 11/12/2004
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
AZ
07/27/1999 - 04/05/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MD
02/04/1994 - 12/31/1998
H. BECK, INC. (ROCKVILLE MD)
NE
01/01/1991 - 02/04/1994
SECURITIES AMERICA, INC. (LAVISTA NE)
MO
04/21/1987 - 11/23/1990
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
10/31/1986 - 12/09/1986
BLINDER, ROBINSON & CO.,INC.
BOTH
Issued 09/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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