Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Louis Sorrentino is a financial advisor registered with Equitable Advisors, LLC. Edward has been working in the financial services industry for over 1 year. Edward is licensed to offer securities and investment advisory services in Alaska, Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Illinois, Maryland, Minnesota, Nebraska, Nevada, New Jersey, New York, Oklahoma, Oregon, Pennsylvania, Tennessee and Texas. Edward has a Series 63 and 66 license and is also a Series 7TO and SIE exam holder. Edward is also a registered investment advisor in Alaska, California, Delaware, Florida, Georgia, Maryland, Minnesota, New York, Oregon and Pennsylvania.
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.
A percentage of the total value of assets under management is charged.
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NY
07/12/2023 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
04/18/2022 - 04/25/2023
PHX FINANCIAL, INC. (Hauppauge NY)
BOTH
Issued 03/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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