Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Givin Holmes is a financial advisor with Northwestern Mutual Investment Services, LLC. Edward has been in the financial industry since 2000. Edward has a broad range of experience working with clients in multiple states. Prior to joining Northwestern Mutual Investment Services, LLC, Edward worked with SEI Investments Distribution Co. and Hornor, Townsend & Kent, Inc..
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
NY
01/13/2005 - Present
Northwestern Mutual Investment Services, LLC (E SYRACUSE NY)
PA
02/05/2002 - 11/15/2004
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
PA
08/21/2000 - 01/31/2002
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BOTH
Issued 05/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/28/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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