Unclaimed
Edward Kinslow is a financial advisor with LPL Financial LLC and has been in the industry since December 22, 1998. Edward is registered with both the Securities and Exchange Commission (SEC) and with the Financial Industry Regulatory Authority (FINRA) to provide investment advice and securities services to clients. Edward has held previous roles with Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated. Edward’s credentials include Series 7 and Series 63 licenses, as well as a Series 65 license to provide investment advisory services.
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.
1
2
NY
03/08/2024 - Present
LPL Financial LLC (NEW YORK NY)
NY
07/01/2003 - 03/14/2024
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
12/23/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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