Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Insik Son is a financial advisor registered with Citigroup Global Markets Inc. Edward has been in the financial services industry since 2001, with experience at Citigroup Global Markets Inc., Citicorp Investment Services, and Chase Investment Services Corp. Edward holds the Series 6, 7, 63, 79, and SIE licenses. Edward is registered with the state of New York and 52 other states. Edward works with a wide range of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Edward specializes in investment banking, asset allocation advice, financial planning, pension consulting, and portfolio management.
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.
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.
Asset allocation advice
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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2
NY
04/17/2017 - Present
Citigroup Global Markets Inc. (New York NY)
NY
05/29/2007 - 12/15/2015
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/14/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
IL
06/05/2001 - 12/31/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BC
Issued 06/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 03/27/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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