Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Leedom is a financial advisor with LPL Financial LLC. He has been in the industry since 1993. Edward is registered with FINRA and has passed several industry exams, including the Series 6, 7, 26 and SIE. Edward has experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations. Edward and his firm provide a variety of services, including financial planning, portfolio management, and educational seminars.
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
OH
07/22/2020 - Present
LPL Financial LLC (HEATH OH)
IL
10/30/2001 - 05/14/2019
HARBOR FUNDS DISTRIBUTORS, INC. (CHICAGO IL)
OH
10/29/1998 - 12/22/2000
WESTMINSTER FINANCIAL SECURITIES, INC. (BEAVERCREEK OH)
TX
01/02/1997 - 04/07/1997
BHCM INC. (HOUSTON TX)
TX
07/03/1996 - 01/02/1997
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
OH
12/21/1989 - 06/05/1996
HCA SECURITIES, INC. (TOLEDO OH)
BC
Issued 02/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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