Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Dahl is a financial advisor with over 15 years of experience in the financial services industry. Edward Dahl is currently registered with Morgan Stanley as a registered representative. Previously, Edward Dahl was registered with UBS FINANCIAL SERVICES INC., WACHOVIA SECURITIES, LLC and A. G. EDWARDS & SONS, INC. Edward Dahl holds the Series 66, Series 31, and Series 7 licenses and is also a Certified Financial Planner. Edward Dahl specializes in a variety of areas, including asset allocation advice, financial planning, pension consulting, and educational seminars. Edward Dahl is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
DC
08/12/2022 - Present
Morgan Stanley (Washington DC)
VA
07/18/2008 - 08/23/2022
UBS FINANCIAL SERVICES INC. (McLean VA)
VA
01/01/2008 - 07/23/2008
WACHOVIA SECURITIES, LLC (MCLEAN VA)
VA
06/08/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MCLEAN VA)
BOTH
Issued 06/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 06/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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