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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 MacPhee is a financial advisor with Canter Wealth. Edward is a Certified Financial Planner and has been in the financial services industry since 2009. Edward has extensive experience in providing financial planning and investment management services to a wide range of clients, including individuals, families, and charitable organizations. Edward has a Series 7, Series 66, and Series 99TO securities licenses and holds a FINRA registration. Edward is committed to providing personalized financial advice to help clients 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.
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.
A percentage of the total value of assets under management is charged.
Educational seminars
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2
CA
02/07/2024 - Present
Canter Wealth (LA JOLLA CA)
CA
04/22/2009 - 09/29/2022
LPL FINANCIAL LLC (SAN DIEGO CA)
BOTH
Issued 05/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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