Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Geoffrey Sella is a financial advisor at SPC Financial Inc. Edward has been in the industry since 1981 and is registered in 49 states and 6 jurisdictions as an Investment Advisor Representative. Edward is a Certified Financial Planner and a Personal Financial Specialist. Edward is also a partner in a family LLC called Castello Sul Lago, LLC. Edward is a member of the Finance/Investment Committee of the Girl Scouts Nation's Capital and is a former CPA.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
01/15/2018 - Present
SPC Financial Inc. (ROCKVILLE MD)
NA
09/24/1982 - 03/24/1988
RELIASTAR FINANCIAL MARKETING CORP.
NA
08/06/1981 - 12/10/1984
MONY SECURITIES CORP.
NA
08/06/1981 - 12/10/1984
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
NA
05/07/1982 - 11/16/1983
ESTATE INVESTMENT COMPANY
IA
Issued 12/08/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/29/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/04/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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