Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Lazaro is a financial advisor with over 30 years of experience in the industry. He is currently registered with Private Advisor Group, LLC in Nebraska and Texas. Edward is a highly experienced advisor and holds multiple licenses, including Series 6, 7, 24, 63, and 65. He has worked with a wide range of clients, including individuals, families, businesses, and retirement plans. Edward is committed to providing personalized financial advice and helping his 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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
05/02/2024 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
NE
12/01/2003 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (LINCOLN NE)
MN
12/16/2002 - 12/01/2003
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
IA
10/02/1998 - 12/18/2002
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
MN
02/23/1995 - 10/07/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NY
04/22/1994 - 03/13/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
07/21/1992 - 05/13/1994
WALL STREET INVESTOR SERVICES (NEW YORK NY)
NJ
11/21/1990 - 06/15/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/21/1990 - 06/15/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 06/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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