Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Marinucci is an investment advisor representative at Flagship Harbor Advisors, LLC. He is registered in 13 states. His firm provides investment advisory services to individuals, businesses, high-net-worth individuals, corporations, and pooled investment vehicles. Edward is a Registered Investment Advisor (RIA) and is licensed to offer securities products and services in several states. He has more than 20 years of experience in the financial services industry.
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.
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.
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2
MA
12/11/2015 - Present
Flagship Harbor Advisors, LLC (Hingham MA)
MA
05/04/2009 - 12/15/2015
BOLTON GLOBAL CAPITAL (BOLTON MA)
NY
08/11/2000 - 05/05/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BUFFALO NY)
NY
05/28/1999 - 08/09/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 05/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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