Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Isadore Smith is a financial professional with over 30 years of experience in the industry. Edward is currently registered with LPL Enterprise, LLC in Taylor, Michigan. Edward Smith is licensed to provide financial advice in Arizona, Colorado, Florida, Michigan, Nevada, Oklahoma, Pennsylvania, and Virginia. Edward Smith has a variety of licenses and certifications including Series 6, 7, 26, 63 and 65. Edward Smith has been with LPL Enterprise, LLC since November 2024 and prior to that was with Pruco Securities, LLC and Prudential Insurance Company of America. Edward Smith specializes in financial planning, consulting and other non-discretionary advisory services, portfolio management for businesses, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
MI
11/14/2024 - Present
LPL Enterprise, LLC (TAYLOR MI)
IA
Issued 08/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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