Unclaimed
Edward Magett is a financial advisor with over 10 years of experience in the financial services industry. Edward has a Series 6, Series 63 and SIE license. Edward is currently registered with GWN Securities Inc. in New York and Florida. Previously, Edward worked as an agent for Mass Mutual Life Insurance Company and as an advisor for MML Investors Services, LLC. Edward provides financial planning services and manages investment portfolios for individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
03/31/2021 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
NY
10/08/2014 - 11/17/2015
MML INVESTORS SERVICES, LLC (SYOSSET NY)
NY
09/01/2011 - 08/27/2014
NYLIFE SECURITIES LLC (MELVILLE NY)
BC
Issued 06/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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