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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward John Shevac is a financial advisor with over 30 years of experience in the financial services industry. Edward John Shevac is currently registered with LPL Financial LLC, a registered broker-dealer and investment advisor. Edward John Shevac has also been previously registered with American Express Financial Advisors Inc. and IDS Life Insurance Company. Edward John Shevac offers a range of financial services to individuals, families, and businesses, including financial planning, investment management, and retirement planning. Edward John Shevac holds the Series 7, 24, and 63 licenses, as well as the Series 65 license. Edward John Shevac has a strong commitment to providing his clients with personalized service and helping them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
NJ
03/18/2021 - Present
LPL Financial LLC (HACKETTSTOWN NJ)
MN
08/02/1993 - 09/15/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/02/1993 - 09/15/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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