Unclaimed
Edward Schiavi is a financial advisor who has been in the industry since February 15, 1992. Edward is currently registered with International Assets Investment Management, LLC in New Mexico. Edward is a CERTIFIED FINANCIAL PLANNER™ professional, and is currently active with the firm. Edward has previously worked with Securities America, Inc., Finance 500, Inc., MetLife Securities Inc., Southwest Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Prudential Securities Incorporated, Rauscher Pierce Refsnes, Inc., PaineWebber Incorporated, Kemper Securities Group, Inc., and Boettcher & Company, Inc..
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.
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
NM
10/23/2018 - Present
International Assets Investment Management, LLC (ALBUQUERQUE NM)
NM
12/06/2013 - 08/28/2018
SECURITIES AMERICA, INC. (ALBUQUERQUE NM)
NM
06/21/2010 - 12/06/2013
FINANCE 500, INC. (ALBUQUERQUE NM)
NM
10/22/2009 - 12/09/2009
METLIFE SECURITIES INC. (ALBUQUERQUE NM)
NM
06/23/2008 - 08/07/2008
SOUTHWEST SECURITIES, INC. (ALBUQUERQUE NM)
NM
11/20/1998 - 05/14/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBUQUERQUE NM)
NY
06/23/1997 - 11/24/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
TX
05/20/1994 - 06/24/1997
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NJ
04/24/1992 - 05/23/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MO
09/04/1990 - 06/03/1992
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
03/20/1990 - 09/04/1990
BOETTCHER & COMPANY, INC.
IA
Issued 06/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2010
Series 24 - General Securities Principal Examination
BC
Issued 08/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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