Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Putnoky is an investment advisor representative with SPC in Columbus, Ohio. Edward has been in the financial services industry since April 1987. He has held registrations with multiple firms and is currently registered with SPC and in Florida and Ohio. Edward offers advisory services such as financial planning, educational seminars, and portfolio management for individuals and businesses. Edward's other business activities include owning an insurance agency.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
OH
02/02/2016 - Present
SPC (Columbus OH)
OH
09/12/2014 - 02/03/2016
STERNE AGEE FINANCIAL SERVICES, INC. (COLUMBUS OH)
OH
07/29/1996 - 09/12/2014
WRP INVESTMENTS, INC. (COLUMBUS OH)
CT
08/01/1995 - 08/01/1996
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
WA
04/06/1992 - 08/01/1995
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
OH
10/25/1991 - 12/31/1991
VESTAX SECURITIES CORPORATION (HUDSON OH)
NA
03/03/1989 - 03/05/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NJ
09/07/1988 - 12/05/1988
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
09/07/1988 - 12/05/1988
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
MN
09/12/1985 - 03/17/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
09/12/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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