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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 Churchill is a financial advisor who has been working in the industry since 2005. Edward is currently registered with Raymond James & Associates, Inc. in Arizona and Texas and has worked previously for RBC Capital Markets, LLC in Arizona, Zions Direct, Inc. in Arizona, and United Planners' Financial Services of America A Limited Partner in Arizona. Edward is also registered as an investment advisor in Arizona and Texas. Edward has a wide range of licenses and certifications including Series 6, 7, 63, and 65 and is licensed to provide services to individuals, corporations, pension plans, and other entities. Edward specializes in financial planning, portfolio management, and pension consulting. Edward's experience and expertise make him a valuable resource for individuals and families seeking financial guidance and investment 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.
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.
Please see note in schedule d - miscellaneous
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
AZ
04/05/2024 - Present
Raymond James & Associates, Inc. (SCOTTSDALE AZ)
AZ
10/25/2016 - 04/19/2024
RBC CAPITAL MARKETS, LLC (SCOTTSDALE AZ)
AZ
08/23/2006 - 10/26/2016
ZIONS DIRECT, INC. (Biltmore AZ)
AZ
09/08/2005 - 08/15/2006
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (PHOENIX AZ)
IA
Issued 08/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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