Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Moran has been in the financial services industry since 1983. Edward is currently registered as an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., where they offer financial planning services. Edward has previously worked with several financial institutions, including FSC Securities Corporation, Walnut Street Securities, Inc., and Merrill Lynch. They are registered with FINRA and the SEC and hold Series 7, 24, and 63 licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
AZ
03/12/2013 - Present
Cambridge Investment Research Advisors, Inc. (Phoenix AZ)
AZ
05/01/2001 - 08/21/2008
FSC SECURITIES CORPORATION (PHOENIX AZ)
CA
05/27/1992 - 05/01/2001
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CA
01/02/1991 - 05/27/1992
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
AZ
06/18/1989 - 12/31/1990
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
01/22/1985 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
09/23/1983 - 12/31/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 10/04/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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