Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward M. Lettieri is an investment advisor representative at Mercer Global Advisors Inc. Edward has over 20 years of experience in the financial services industry. Edward has experience with a variety of investment products and services, including mutual funds, stocks, bonds, and variable annuities. Edward is also experienced in providing financial planning services to individuals and families. Edward is dedicated to helping clients 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.
Trust services, estate planning, tax return preparation, consultation
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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2
PA
03/26/2024 - Present
Mercer Global Advisors Inc. (Radnor PA)
FL
08/14/2023 - 03/26/2024
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
PA
08/18/2017 - 09/14/2020
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
MO
10/07/2008 - 06/23/2017
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
TX
04/12/2004 - 10/07/2008
INVESCO AIM DISTRIBUTORS, INC. (HOUSTON TX)
PA
07/08/1993 - 04/05/2004
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BC
Issued 12/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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