Unclaimed
Edward John Dimartino is a financial advisor with over 20 years of experience in the industry. Edward is currently registered with MML Investors Services, LLC and has been with the firm since 2017. Prior to that, Edward worked for MSI Financial Services, Inc., New England Securities and VeraVest Investments, Inc.. Edward specializes in providing financial planning and investment advice to individuals, businesses and retirement plans. Edward is committed to helping clients reach their financial goals through a personalized approach.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/25/2017 - Present
MML Investors Services, LLC (BOSTON MA)
RI
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CRANSTON RI)
RI
02/02/2004 - 01/02/2015
NEW ENGLAND SECURITIES (CRANSTON RI)
MA
12/20/2001 - 12/11/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 12/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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