Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Pipkin is an investment advisor representative with Mariner Independent. Edward has been in the financial industry for over 24 years and has experience working with high-net-worth individuals, corporations, and charitable organizations. Edward is registered to provide investment advisory services in 28 states and has passed the Series 7, Series 24, Series 63, and Series 66 exams. Edward is dedicated to helping clients achieve their financial goals and providing them with the personalized service they deserve.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
FL
12/02/2024 - Present
Mariner Independent (Tampa FL)
TX
04/08/2016 - 12/03/2021
LPL FINANCIAL LLC (ROCKWALL TX)
TX
02/16/2015 - 05/09/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (PLANO TX)
NY
11/03/1997 - 12/18/1998
CIBC OPPENHEIMER CORP. (NEW YORK NY)
NY
11/20/1995 - 11/03/1997
CIBC WOOD GUNDY SECURITIES CORP. (NEW YORK NY)
NY
04/19/1995 - 09/19/1995
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
09/22/1993 - 05/04/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
07/21/1992 - 08/17/1993
THE ARGOSY SECURITIES GROUP, L.P. (NEW YORK NY)
NJ
04/18/1988 - 02/26/1991
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NA
01/17/1985 - 03/15/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
10/12/1982 - 05/31/1984
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
09/26/1978 - 11/09/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
06/01/1978 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BOTH
Issued 03/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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