Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Joseph Bosch is a financial advisor at Independent Financial Partners in Crescent Springs, KY. Edward has over 30 years of experience in the financial services industry. Edward is registered with the state of Kentucky and other states to offer securities and investment advisory services. Edward is also a licensed insurance agent and has experience in various other business areas, including real estate.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
KY
01/08/2025 - Present
Independent Financial Partners (Crescent Springs KY)
KY
12/13/2010 - 05/23/2019
LPL FINANCIAL LLC (FLORENCE KY)
KY
12/12/2008 - 12/10/2010
SIGNATOR INVESTORS, INC. (FLORENCE KY)
KY
09/29/2004 - 11/07/2008
U.S. BANCORP INVESTMENTS, INC. (FLORENCE KY)
OH
01/24/2003 - 10/11/2004
L.M. KOHN & COMPANY (CINCINNATI OH)
MA
09/19/2000 - 01/07/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
11/08/1996 - 09/13/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
10/31/1996 - 09/13/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
IN
11/23/1994 - 11/21/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/23/1994 - 11/21/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
12/16/1992 - 11/04/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/16/1992 - 11/04/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Edward Bosch is the right advisor for you? Invested Better is here to help.
