Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Marron Isaac is a financial advisor with over 20 years of experience in the industry. He is registered as a broker-dealer and investment advisor representative in various states, including New York, Florida, Georgia, and more. Edward is currently affiliated with PFS Investments Inc., a firm that provides investment advisory services to individuals, corporations, and charitable organizations. Edward is committed to providing personalized financial advice and helping clients achieve their financial goals. He has a strong understanding of the investment industry and a dedication to providing his clients with the best possible service.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
03/17/2022 - Present
PFS Investments Inc. (SOUTH OZONE PARK NY)
IA
Issued 05/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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