Unclaimed
Edward George Boscher is a financial professional with over 25 years of experience in the industry. Edward currently works with Ameriprise Financial Services, LLC. Edward's primary office location is in South Hadley, Massachusetts. Edward has a wide range of experience in the financial industry, including working with IDS Life Insurance Company, American Express Financial Advisors Inc., Scudder Investor Services, Inc., Investors Brokerage Services, Inc., ING Investments Distributor, LLC, Vertical Capital Securities, LLC, and Anthem Securities, Inc. Edward holds a number of licenses and designations, including Series 7, Series 24, Series 51, and Series 63. Edward also has experience with a variety of financial products and services, including asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation 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.
1
2
MA
03/03/2021 - Present
Ameriprise Financial Services, LLC (South Hadley MA)
PA
09/08/2015 - 01/18/2017
ANTHEM SECURITIES, INC. (PITTSBURGH PA)
CA
10/17/2014 - 05/19/2015
VERTICAL CAPITAL SECURITIES, LLC (IRVINE CA)
CT
04/10/2000 - 02/21/2013
ING INVESTMENTS DISTRIBUTOR, LLC (WINDSOR CT)
IL
01/19/1999 - 03/31/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
NY
05/15/1997 - 12/31/1998
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MN
08/24/1994 - 05/07/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/24/1994 - 05/07/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Edward Boscher is the right advisor for you? Invested Better is here to help.