Unclaimed
Edward Joyce is a financial advisor with over 40 years of experience in the financial services industry. Edward is registered with Cetera Investment Advisers LLC, a firm with over 6,000 investment advisor representatives and over $100 billion in assets under management. Edward is also registered as a Registered Representative (Series 7, Series 63, and SIE) with the Financial Industry Regulatory Authority (FINRA). In addition to his work with Cetera Investment Advisers, Edward is also the owner of Forbes Financial Services, Inc., an independent insurance agency that sells insurance, securities, and investment products. Edward is committed to providing his clients with personalized financial advice and services.
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.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (WEXFORD PA)
PA
11/15/1993 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (WEXFORD PA)
NA
02/27/1991 - 11/16/1993
GREEN HILL FINANCIAL SERVICE CORPORATION
IN
09/20/1974 - 10/19/1992
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NA
09/20/1974 - 10/19/1992
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
MN
06/01/1990 - 12/05/1990
MIMLIC SALES CORPORATION (ST. PAUL MN)
NA
06/10/1982 - 10/11/1990
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
12/28/1981 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BC
Issued 8/13/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/16/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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