Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Dinan is an investment advisor representative with Edelman Financial Engines. Edward has been in the securities industry since 2007. Edward is registered with the state of California and has passed the Series 66, Uniform Combined State Law Examination and the Series 7, General Securities Representative Examination. Edward's previous employers include Thornburg Securities Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Edward's primary office is in Santa Clara, California.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
CA
10/29/2013 - Present
Edelman Financial Engines (SANTA CLARA CA)
NM
09/24/2008 - 01/11/2013
THORNBURG SECURITIES CORPORATION (SANTA FE NM)
NM
10/16/2007 - 08/15/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBUQUERQUE NM)
BOTH
Issued 11/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Edward Dinan is the right advisor for you? Invested Better is here to help.
