Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Graham Dulin is an investment advisor representative currently registered with Mariner Wealth Advisors. Edward is a veteran in the financial services industry with over 25 years of experience. Previously, Edward has held roles with MSEC, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Edward is licensed in Arizona and holds the Series 63, Series 66 and Series 7 licenses as well as the SIE exam. Edward specializes in helping high net worth individuals, pension plans, corporations, charitable organizations, insurance companies, pooled investment vehicles, banking institutions and state and municipal government entities.
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.
Family office 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.
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AZ
09/20/2019 - Present
Mariner Wealth (SCOTTSDALE AZ)
AZ
09/06/2019 - 11/21/2023
MSEC, LLC (Scottsdale AZ)
AZ
10/03/2008 - 09/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLAGSTAFF AZ)
AZ
11/09/2000 - 10/14/2008
UBS FINANCIAL SERVICES INC. (SCOTTSDALE AZ)
NY
05/31/1995 - 11/22/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 12/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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