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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Mace Tawney is a registered investment advisor representative with SPC. Edward Tawney has been in the financial services industry for over 20 years. Edward Tawney is licensed in Texas, Oklahoma and Louisiana. SPC is a financial advisory firm located in Ann Arbor, MI. SPC is an investment advisor with a total of 3486 clients, with assets under management totaling over 5.5 billion dollars. Edward Tawney has experience in a variety of financial services areas, including portfolio management for individuals and businesses, financial planning, and pension consulting. Edward Tawney can assist clients with various financial needs, such as retirement planning, investment management, and college savings.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
06/27/2014 - Present
SPC (ANN ARBOR MI)
TX
10/05/2009 - 07/22/2010
AMERIPRISE FINANCIAL SERVICES, INC. (FT. WORTH TX)
TX
11/19/2002 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (FT. WORTH TX)
NY
09/08/2000 - 11/25/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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