Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Hunter Cruickshank is a financial advisor currently registered with Savant Wealth Management. Edward has been working in the financial services industry since 2004 and is a Certified Financial Planner. Edward has experience in both individual and business financial planning and portfolio management. Edward holds licenses for Series 7 and Series 66.
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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IL
03/03/2020 - Present
Savant Wealth Management (ROCKFORD IL)
IL
09/28/2004 - 04/03/2006
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
BOTH
Issued 01/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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