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Edward Malekan is an Investment Advisor Representative with Legacy Wealth Management, LLC. Edward's professional experience includes roles at 20/20 Capital Management, Inc. and Eternity Financial Alliance, Inc. Edward has been in the industry for more than 15 years and is registered as an Investment Advisor Representative in the state of California. Edward holds the Series 65 license and has also been in the insurance industry since 2008. Legacy Wealth Management, LLC provides investment advice and financial planning for individuals, high-net-worth individuals and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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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CA
01/17/2024 - Present
Legacy Wealth Management, LLC (Newport Beach CA)
IA
Issued 01/11/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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