Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Lawrence Strauss is a financial advisor with over 28 years of experience in the industry. Edward is a registered representative of B. Riley Wealth Advisors, Inc. and has held previous positions at National Securities Corporation, Invest Financial Corporation, UVEST Financial Services Group, Inc., Essex National Securities, Inc., CitiCorp Investment Services and Republic Financial Services Corporation. Edward has a wide range of experience in financial planning, portfolio management, and pension consulting. Edward is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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
FL
11/26/2014 - Present
B. Riley Wealth Advisors, Inc. (TAMPA FL)
FL
10/20/2014 - 07/22/2022
NATIONAL SECURITIES CORPORATION (TAMPA FL)
FL
04/26/2006 - 06/18/2014
INVEST FINANCIAL CORPORATION (TAMPA FL)
NC
03/16/2005 - 04/12/2006
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
CA
09/08/2000 - 08/19/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
06/24/1999 - 06/16/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
03/04/1997 - 04/21/1999
REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)
NY
04/07/1993 - 03/07/1997
DIME SECURITIES OF NY, INC. (BROOKLYN NY)
BOTH
Issued 09/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2006
Series 4 - Registered Options Principal Examination
BC
Issued 07/31/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/08/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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