Unclaimed
Edward Michael Laders is an Investment Advisor Representative for Concourse Financial Group Securities, Inc. based out of Pittsford, NY. Edward has been a registered investment advisor for over 30 years and has a broad range of experience in the financial services industry. Edward is a Chartered Financial Consultant and holds several licenses including Series 6, 7, 22, 24, 26, 51, 63, and 65. Edward also owns and operates The Independent Advisor Network, LLC, a Brokerage General Agency that distributes insurance products through brokers and agents. Edward's clients include high-net-worth individuals, corporations, and institutional investors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
05/07/2021 - Present
Concourse Financial Group Securities, Inc. (Pittsford NY)
NY
02/05/2010 - 06/11/2010
SIGNATOR INVESTORS, INC. (WILLIAMSVILLE NY)
NY
03/14/1996 - 01/26/2010
PRINCOR FINANCIAL SERVICES CORPORATION (ROCHESTER NY)
NJ
02/21/1982 - 01/16/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
12/18/1981 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 10/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/06/1999
Series 24 - General Securities Principal Examination
BC
Issued 03/11/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/08/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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