Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Glenn Everitt has been in the financial services industry since 1999. Edward is a registered representative with LPL Financial LLC and holds a Series 7, Series 6, and Series 63 license. Edward is also a registered investment advisor with LPL Financial and has a Series 65 license. Edward has been affiliated with LPL Financial since July 2021. Before that, he was a registered representative with Waddell & Reed, Inc. and KMS Financial Services, Inc. Edward specializes in providing financial advice to individuals, businesses, and charitable organizations.
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
WA
07/21/2021 - Present
LPL Financial LLC (FEDERAL WAY WA)
WA
07/20/2020 - 07/21/2021
WADDELL & REED (FEDERAL WAY WA)
WA
12/12/2002 - 07/20/2020
KMS FINANCIAL SERVICES, INC. (FEDERAL WAY WA)
NJ
08/18/1999 - 12/14/2002
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 11/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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