Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Grimpe is an Investment Advisor Representative with Kestra Advisory Services, LLC. Edward is a highly experienced financial professional with over 27 years in the industry. He is registered in multiple states, including Florida, Texas, and California. Edward is also a Registered Representative with Kestra Investment Services LLC. Edward has a strong track record of success and is committed to providing personalized financial advice and investment management services to his clients.
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.
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.
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2
FL
10/08/2024 - Present
Kestra Advisory Services, LLC (Boca Raton FL)
FL
05/02/2013 - 09/29/2020
BB&T SECURITIES, LLC (FT LAUDERDALE FL)
FL
06/04/1996 - 05/06/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST PALM BEACH FL)
IA
Issued 06/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/22/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2014
Series 3 - National Commodity Futures Examination
BC
Issued 04/08/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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