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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Harry Soderberg is a financial advisor with over 40 years of experience in the industry. Edward currently works with LPL Financial LLC. Edward also has experience with Invest Financial Corporation and ProEquities, Inc. Edward holds multiple licenses, including Series 7TO, Series 65, and Series 63. Edward has been active in the financial industry since 1974 and has a diverse background with a strong focus on financial planning and portfolio management. Edward offers a range of financial services, including financial planning, portfolio management for individuals and businesses, and educational seminars. Edward also has experience providing pension consulting services.
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.
1
2
CT
04/13/2021 - Present
LPL Financial LLC (EASTON CT)
CT
11/30/2006 - 02/14/2018
INVEST FINANCIAL CORPORATION (NORWALK CT)
CT
08/31/2005 - 12/07/2006
PROEQUITIES, INC. (EASTON CT)
IN
02/19/2002 - 09/14/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 09/14/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
08/02/1974 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 07/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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