Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Bolt is a financial advisor with over 20 years of experience in the financial services industry. Edward has held positions with a number of prominent firms, including ComERICA SECURITIES, FUNDS DISTRIBUTOR, INC., LPM INVESTMENT SERVICES, INC, PRUCO SECURITIES CORPORATION, Prudential Investment Management Services LLC, THE HUNTINGTON INVESTMENT COMPANY and Tiaa-Cref Individual & Institutional Services, LLC. Edward is registered to provide investment advice and securities brokerage services in several states. Edward specializes in helping individuals and families achieve their financial goals through comprehensive financial planning.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
MI
05/17/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Royal Oak MI)
OH
06/22/2021 - 05/09/2022
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
NJ
10/14/2020 - 06/18/2021
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
MI
08/19/2005 - 10/05/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SOUTHFIELD MI)
MI
01/07/2003 - 06/08/2005
COMERICA SECURITIES (DETROIT MI)
ME
05/04/2000 - 01/10/2003
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
FL
01/18/2000 - 04/28/2000
LPM INVESTMENT SERVICES, INC (PALM BEACH FL)
NJ
06/08/1999 - 12/20/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 06/15/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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