Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Loturco has been working in the financial industry since 1985. Currently, Edward Loturco is a registered representative with LPL Financial LLC. Prior to joining LPL Financial LLC, Edward Loturco was with Cadaret, Grant & Co., Inc., GunnAllen Financial, Inc, AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Edward Loturco holds licenses for Series 6, 7, 63, 65, and 66, and specializes in portfolio management for individuals and businesses.
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.
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NY
11/30/2021 - Present
LPL Financial LLC (FRANKLIN SQUARE NY)
NY
03/31/2010 - 06/04/2019
CADARET, GRANT & CO., INC. (FRANKLIN SQUARE NY)
NY
06/12/2009 - 03/29/2010
GUNNALLEN FINANCIAL, INC (FRANKLIN SQUARE NY)
NY
08/13/1985 - 06/16/2009
AXA ADVISORS, LLC (FRANKLIN SQUARE NY)
NY
08/13/1985 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 12/01/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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