Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Gay is a financial advisor who has been working in the industry since June 2007. He is currently registered with Integrated Wealth Concepts LLC, an independent investment advisor firm. Edward also works with Integrated Financial Partners, which is a DBA for the LPL Financial business. Edward is a licensed investment advisor representative (IAR) in Massachusetts. Edward is also a registered representative with LPL Financial, LLC. Edward holds the Series 6, Series 63 and Series 65 licenses.
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.
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
07/17/2017 - Present
Integrated Wealth Concepts LLC (WORCESTER MA)
MA
03/25/2017 - 07/19/2017
MML INVESTORS SERVICES, LLC (WORCESTER MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WORCESTER MA)
MA
05/06/2014 - 01/02/2015
NEW ENGLAND SECURITIES (WORCESTER MA)
MA
01/18/2013 - 05/16/2014
MML INVESTORS SERVICES, LLC (BOSTON MA)
NY
04/09/2007 - 11/09/2012
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
IA
Issued 06/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Edward Gay is the right advisor for you? Invested Better is here to help.
