Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Lewis Bennett is a financial advisor with over 13 years of experience in the industry. Edward is currently registered with LPL Financial LLC in Fort Mill, South Carolina. Previously, Edward worked with UVEST Financial Services Group, Inc., in Charlotte, North Carolina. Edward is licensed to offer securities in North Carolina and South Carolina. Edward holds Series 7, Series 63, Series 99TO, and SIE licenses. Edward is a specialist in a wide range of financial services including insurance, retirement, investment, and more.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
09/16/2011 - Present
LPL Financial LLC (FORT MILL SC)
NC
03/27/2009 - 04/24/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BC
Issued 06/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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