Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Gregory Samson is a financial advisor with over 25 years of experience. Edward has a broad range of experience in the financial services industry, having worked for several firms. Currently, Edward is registered with Osaic Wealth, Inc. Edward is a Series 7, 24, 8 and 4 licensed advisor and holds the SIE, Series 55, 99TO and Series 65 licenses. Edward has expertise in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
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AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
02/13/2017 - 02/16/2023
HUNNICUTT & CO. LLC (NEW YORK NY)
IL
05/01/2020 - 10/07/2022
PAS CAPITAL, LLC (FOX RIVER GROVE IL)
MI
12/05/2019 - 02/24/2020
REDTAIL CAPITAL MARKETS, LLC (WEST BLOOMFIELD MI)
FL
04/18/2008 - 09/12/2018
FUSION ANALYTICS SECURITIES LLC (CORAL SPRINGS FL)
NJ
01/25/2018 - 04/23/2018
TOUSSAINT CAPITAL PARTNERS, LLC (FREEHOLD NJ)
IN
04/01/2014 - 10/31/2015
INDIANA MERCHANT BANKING AND BROKERAGE CO., INC. (INDIANAPOLIS IN)
NY
08/22/2013 - 05/06/2015
ETF DISTRIBUTORS LLC (NEW YORK NY)
NY
09/23/2011 - 07/18/2012
HFP CAPITAL MARKETS LLC (NEW YORK NY)
NY
04/19/2007 - 11/09/2009
ON POINT EXECUTIONS, LLC (NEW YORK NY)
NY
03/27/2009 - 09/23/2009
EASTBROOK CAPITAL GROUP LLC (NEW YORK NY)
NY
11/17/2005 - 08/08/2006
FIRST REPUBLIC GROUP, LLC (NEW YORK NY)
NY
04/22/2004 - 11/16/2005
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (NEW YORK NY)
NY
01/02/1997 - 04/16/2004
FIRST REPUBLIC GROUP, LLC (NEW YORK NY)
NY
04/23/1996 - 01/04/1997
DUKE & CO., INC. (NEW YORK NY)
IA
Issued 12/27/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/1998
Series 4 - Registered Options Principal Examination
BC
Issued 08/28/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/21/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/26/1995
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/30/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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