Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Goldschmidt is a financial advisor with Equitable Advisors, LLC. Edward has been in the industry since March 2003. Edward has offices in Oak Park, Illinois and is licensed to provide financial advice in Colorado, Florida, Illinois, Texas, Utah and Wisconsin. Edward is a registered representative of Equitable Advisors, LLC and is a licensed investment advisor. Edward is also a Series 6, 7, 22 and 66 licensed professional.
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.
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
IL
11/17/2004 - Present
Equitable Advisors, LLC (OAK PARK IL)
CO
02/12/2003 - 09/29/2003
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 10/31/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2003
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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