Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Sokolowski has been in the financial services industry since March 1992. Edward is currently a Registered Representative at Commonwealth Financial Network. Edward has held prior positions at Primevest Financial Services, Inc., Commonwealth Financial Network, The Equitable Life Assurance Society of the United States, and EQ Financial Consultants, Inc. Edward holds multiple licenses and professional designations, including a Series 6, 7, 24, 26, 63, and 65, as well as a Securities Industry Essentials (SIE) Exam.
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.
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2
MA
09/02/1999 - Present
Commonwealth Financial Network (LUDLOW MA)
MN
01/02/2002 - 03/11/2002
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MA
07/27/1999 - 12/31/2001
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NY
03/09/1992 - 08/27/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
03/09/1992 - 07/27/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
IA
Issued 05/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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