Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Costello is a financial advisor currently working with Osaic Wealth, Inc. Edward has been a registered representative in the securities industry since February 27, 1994. Edward currently holds licenses in 14 states, and he is also a registered investment advisor in California and Texas. Edward's primary business is providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Edward is also a tax preparer and part-owner of Costello and Company CPA Inc., which provides tax preparation and planning services.
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.
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
06/14/2024 - Present
Osaic Wealth, Inc. (OXNARD CA)
CA
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (OXNARD CA)
CA
03/04/1997 - 12/08/2016
FOOTHILL SECURITIES, INC. (OXNARD CA)
MA
02/28/1994 - 04/08/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 02/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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