Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Martell is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Edward has been in the financial services industry for over 40 years. Edward has Series 6, 7, 63, 99TO and SIE licenses. Edward works with individuals, high net worth individuals, and pension plans. Edward also provides financial planning services, educational seminars, and portfolio management. Edward's prior employment includes Crown Capital Securities, L.P., First Allied Securities, Inc., and LPL Financial Corporation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
02/22/2024 - Present
Cambridge Investment Research Advisors, Inc. (Fountain Valley CA)
CA
12/12/2017 - 02/27/2024
CROWN CAPITAL SECURITIES, L.P. (FOUNTAIN VALLEY CA)
CA
10/08/2010 - 12/12/2017
FIRST ALLIED SECURITIES, INC. (FOUNTAIN VALLEY CA)
CA
01/31/1990 - 10/18/2010
LPL FINANCIAL CORPORATION (FOUNTAIN VALLEY CA)
IN
01/03/1990 - 02/05/1990
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NA
10/28/1987 - 09/20/1989
PRUCO SECURITIES CORPORATION
NJ
03/19/1986 - 09/20/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
04/21/1986 - 10/19/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
08/29/1983 - 07/23/1986
PRUCO SECURITIES CORPORATION
BC
Issued 01/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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