Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Roth is a financial advisor with over 40 years of experience in the industry. Edward is registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since 1991. In addition to financial advising, Edward is also an author. Edward has a strong track record of helping clients reach their financial goals. Edward specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Edward holds a number of professional licenses and designations. Edward's clients appreciate his personalized approach and commitment to providing them with the highest level of service.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (PETTISVILLE OH)
CA
05/31/1989 - 01/25/1991
FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)
CA
12/03/1981 - 05/31/1989
FIRST AFFILIATED SECURITIES, INC. (SAN DIEGO CA)
NA
08/14/1978 - 11/24/1981
PRESCOTT, BALL & TURBEN
NA
03/09/1978 - 08/14/1978
PRESCOTT, BALL & TURBEN
NA
12/11/1973 - 03/21/1978
BELL & BECKWITH
IA
Issued 12/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/1982
Series 4 - Registered Options Principal Examination
BC
Issued 02/26/1982
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Edward Roth is the right advisor for you? Invested Better is here to help.
