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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 Joseph Bunting is a financial advisor who has been in the industry since 1998. Edward is currently a Managing Partner at Mutual Advisors, LLC and has been with the firm since 2016. Edward has worked for other firms including Morgan Stanley, Wachovia Securities, LLC, and Prudential Securities Incorporated. Edward offers a range of advisory services including financial planning, pension consulting, portfolio management for businesses and individuals, selection of other advisors, and hourly consulting. Edward is registered in the following states: Alaska, Arizona, California, Colorado, Hawaii, Nevada, and Oregon.
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.
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.
Hourly consulting
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.
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2
CA
03/01/2016 - Present
Mutual Advisors, LLC (Roseville CA)
CA
06/01/2009 - 08/07/2013
MORGAN STANLEY (ROSEVILLE CA)
CA
12/17/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ROSEVILLE CA)
CA
07/01/2003 - 12/19/2007
WACHOVIA SECURITIES, LLC (ROSEVILLE CA)
NY
04/07/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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