Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Vallar is a financial advisor at LPL Financial LLC. Edward has been working in the financial services industry since 1993 and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Edward is also a Chartered Financial Analyst. He is registered with the state of New York. Edward has experience working with a variety of financial products and services, including investment management, financial planning, and retirement planning. Edward is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
01/03/2024 - Present
LPL Financial LLC (Huntington Station NY)
TN
05/11/2010 - 12/31/2011
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
NY
04/22/2004 - 05/05/2010
MULTI-FINANCIAL SECURITIES CORPORATION (PORT WASHINGTON NY)
MN
05/03/1999 - 04/21/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/03/1999 - 04/21/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
05/30/1997 - 08/27/1998
FIRST ASSET MANAGEMENT, INC. (GARDEN CITY NY)
NY
11/27/1995 - 04/24/1997
STERLING FOSTER & COMPANY, INC. (UNIONDALE NY)
NY
01/18/1993 - 11/16/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
BC
Issued 05/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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