Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Marrone is a registered Investment Advisor Representative with Transamerica Retirement Advisors, LLC. Edward has been in the financial services industry since 2016. Edward is registered with the Securities and Exchange Commission (SEC) and has passed the Series 66, 63, and 65 exams. Edward is also a registered representative with FINRA and holds the Series 7, 6 and SIE licenses. Edward has experience working with individual investors and retirement plans. Edward is currently located in Manitou Springs, Colorado and is licensed to provide financial services in all 50 states and the District of Columbia. Edward has worked for USAA Financial Advisors, Inc., American Fidelity Securities, Inc. and Transamerica Investors Securities Corporation.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
02/08/2022 - Present
Transamerica Retirement Advisors, LLC (Manitou Springs CO)
OK
07/30/2020 - 02/01/2022
AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)
CO
09/29/2016 - 06/22/2018
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
IA
Issued 11/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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