Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward McKinney is a financial advisor at Edward Jones with over 17 years of experience in the industry. Edward is registered with FINRA and has a Series 6, 7 and 66 license. He has worked with Wells Fargo Clearing Services, LLC, Kovack Securities Inc. and Lincoln Financial Advisors Corporation in the past. Edward is a highly experienced professional who has worked with clients across a range of investment needs, including financial planning, pension consulting and portfolio management. Edward offers his clients personalized financial advice and guidance.
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.
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.
See schedule d - miscellaneous
1
2
FL
09/30/2024 - Present
Edward Jones (PORT CHARLOTTE FL)
FL
09/05/2019 - 06/14/2021
WELLS FARGO CLEARING SERVICES, LLC (VENICE FL)
FL
05/31/2018 - 09/05/2018
KOVACK SECURITIES INC. (PUNTA GORDA FL)
IN
10/12/2016 - 01/11/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/26/2007 - 12/31/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/01/2007 - 12/03/2007
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
IN
11/20/2006 - 05/21/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/20/2006 - 05/01/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
01/12/1998 - 09/19/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/12/1998 - 09/19/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 08/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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