Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Joshua Ross is an investment advisor representative associated with Morgan Stanley. Edward is also a registered representative in 53 states and has been working in the securities industry since 2020. Edward has a background in financial services, having previously worked with E*TRADE SECURITIES, LLC. Edward is dedicated to providing personalized financial advice and investment management services to clients.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AZ
09/29/2020 - Present
Morgan Stanley (GILBERT AZ)
AZ
09/22/2022 - 09/05/2023
E*TRADE SECURITIES LLC (Gilbert AZ)
BOTH
Issued 09/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/18/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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