Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Matthew Egliskis is a financial advisor with Advisory Services Network. Edward Matthew Egliskis has been in the financial industry for over 15 years and holds the Series 6, 7, 63 and 65 licenses. Previously, Edward Matthew Egliskis was a registered representative at Girard Securities, Merrill Lynch, USAA Financial Advisors, Banc of America Investment Services, Wachovia Securities and NYLIFE Securities. Advisory Services Network provides financial planning, portfolio management, and selection of other advisors. The firm manages over $6.8 billion in assets for individuals, businesses, trusts, charities, and pension 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.
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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TX
02/11/2015 - Present
Advisory Services Network (SAN ANTONIO TX)
TX
03/18/2014 - 01/15/2015
GIRARD SECURITIES, INC. (SAN ANTONIO TX)
TX
10/22/2012 - 03/04/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
02/02/2010 - 10/19/2012
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
01/11/2008 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN ANTONIO TX)
TX
05/26/2006 - 11/14/2007
WACHOVIA SECURITIES, LLC (SAN ANTONIO TX)
NY
11/07/2005 - 01/27/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 08/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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