Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Herbert Luecke is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Edward has been in the financial industry for over 24 years. Edward holds licenses in several states including Ohio, Connecticut, Maryland, Virginia, Texas, District of Columbia and Florida. Edward is licensed to offer investment advice and securities products and services. Edward is also licensed to offer securities products and services through FINRA. Edward is a member of the Cleveland Pops Orchestra. Edward holds various professional designations and licenses including Series 7, 63, 65, 9, 10, 31, and SIE.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
OH
09/18/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PEPPER PIKE OH)
CT
01/21/2005 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
MO
07/01/2003 - 01/24/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
05/14/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/27/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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