Unclaimed
Edward Giblin is a financial professional with over 25 years of experience in the financial services industry. Edward has a strong background in providing financial planning and investment advisory services. Edward is currently registered with MML Investors Services, LLC, a registered broker-dealer and investment advisor, where Edward is registered in multiple states. Edward is also registered as an Investment Advisor Representative in Texas and has held various roles at firms such as MSI Financial Services, Inc., Metropolitan Life Insurance Company and CitiStreet Equities LLC. Edward holds several industry licenses including Series 6, 7, 63 and 65 licenses, and is also qualified to offer insurance products.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NJ
07/21/2022 - Present
MML Investors Services, LLC (Fairfield NJ)
NJ
12/01/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROSELAND NJ)
NJ
12/01/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WOODBRIDGE NJ)
NJ
09/04/1996 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
IA
Issued 06/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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