Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward J. Pollis is a financial advisor with Fidelity Personal And Workplace Advisors. Edward has been in the financial services industry for over 20 years and is a Certified Financial Planner. Edward has a broad range of experience in the financial services industry and has held positions at several firms including VOYA Financial Advisors, Charles Schwab & Co., and Park Avenue Securities. Edward is registered to provide investment advice in 13 states. Edward has a passion for helping clients reach their financial goals and is committed to providing personalized financial advice.
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.
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.
1
2
MA
05/03/2024 - Present
Fidelity Personal AND Workplace Advisors (WESTWOOD MA)
AZ
06/17/2014 - 06/15/2021
VOYA FINANCIAL ADVISORS, INC. (CHANDLER AZ)
MA
05/02/2006 - 05/16/2014
CHARLES SCHWAB & CO., INC. (BOSTON MA)
TX
06/18/2004 - 12/20/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MA
06/06/2001 - 01/17/2003
KOBREN INSIGHT BROKERAGE, INC (WELLESLEY MA)
NY
05/28/1999 - 06/11/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IA
Issued 04/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Edward Pollis is the right advisor for you? Invested Better is here to help.
