Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Joseph Travaglianti is a registered representative with LPL Financial LLC, and has been in the financial services industry since March 28, 2004. Previously, Edward Joseph Travaglianti was registered with American Portfolios Financial Services, Inc., TD Private Client Wealth LLC, Tullett Prebon Financial Services LLC, and Chapdelaine Tullett Prebon, LLC. Edward Joseph Travaglianti holds the following licenses: Series 66, SIE, and Series 7. Edward Joseph Travaglianti has 8 state registrations and specializes in investment planning, portfolio management, and financial consulting.
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.
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2
NY
09/11/2023 - Present
LPL Financial LLC (MELVILLE NY)
NY
01/23/2019 - 09/11/2023
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Melville NY)
NY
03/20/2017 - 01/24/2019
TD PRIVATE CLIENT WEALTH LLC (MELVILLE NY)
NY
06/01/2012 - 01/09/2017
TULLETT PREBON FINANCIAL SERVICES LLC (NEW YORK NY)
NY
01/19/2004 - 06/01/2012
CHAPDELAINE TULLETT PREBON, LLC (NEW YORK NY)
BOTH
Issued 07/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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