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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 Ignazio Cugno is an investment advisor representative with LPL Financial LLC. Edward has been working in the securities industry since 2001 and holds the following licenses: Series 6, Series 63, and Series 65. Edward is also a registered representative with FINRA and is approved to provide investment advice in New Jersey. Edward has held previous positions with CETERA INVESTMENT SERVICES LLC, PNC INVESTMENTS, CITIGROUP GLOBAL MARKETS INC., CHASE INVESTMENT SERVICES CORP., and FIRST INVESTORS CORPORATION. Edward has experience working with high net worth individuals, corporations, and other 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.
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
NJ
04/09/2024 - Present
LPL Financial LLC (Cedar Knolls, NJ)
NJ
11/21/2013 - 04/05/2023
CETERA INVESTMENT SERVICES LLC (KENILWORTH NJ)
NJ
09/26/2008 - 06/20/2013
PNC INVESTMENTS (WARREN NJ)
NJ
10/31/2007 - 06/30/2008
CITIGROUP GLOBAL MARKETS INC. (FLORHAM PARK NJ)
NJ
10/24/2005 - 08/29/2006
CHASE INVESTMENT SERVICES CORP. (UNION NJ)
NJ
08/21/2001 - 09/27/2005
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 12/31/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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