Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward John Opat is a financial advisor with Cambridge Investment Research Advisors, Inc.. Edward has been in the financial services industry since 1983. He is registered to provide investment advice in 15 states, including Pennsylvania, Texas, and Florida. Edward holds the Series 6, 7, 22, 24, and 63 licenses, as well as the SIE exam. Edward is a Certified Financial Planner and is dedicated to providing comprehensive financial planning services to his clients. He specializes in working with high-net-worth individuals, businesses, and charitable organizations. Edward's previous employment includes positions with LPL FINANCIAL LLC, Mutual Service Corporation, FFP Securities, Inc., The O.N. Equity Sales Company, American Express Financial Advisors Inc., IDS Life Insurance Company, American Express Service Corporation, and Pruco Securities Corporation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
08/17/2016 - Present
Cambridge Investment Research Advisors, Inc. (MURRYSVILLE PA)
PA
09/08/2009 - 11/29/2012
LPL FINANCIAL LLC (MURRYSVILLE PA)
PA
04/21/2003 - 09/08/2009
MUTUAL SERVICE CORPORATION (MURRYSVILLE PA)
MO
12/02/1996 - 04/29/2003
FFP SECURITIES, INC. (CHESTERFIELD MO)
OH
10/02/1995 - 12/09/1996
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MN
10/27/1989 - 10/02/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/27/1989 - 10/02/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
05/18/1993 - 12/31/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
NJ
05/03/1983 - 11/04/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 09/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1992
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/23/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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