Unclaimed
Edward Mc gervey is a financial advisor with Mariner Wealth. Edward has been in the industry since October 2001, when he started working for Ameriprise Financial Services, Inc.. Prior to that, Edward worked for IDS Life Insurance Company. Edward has experience in investment advisory and insurance and is registered in Ohio. Edward is a Certified Financial Planner. Edward's areas of specialization include financial planning, insurance, investments, retirement planning, and estate 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.
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.
Family office services
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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2
OH
01/04/2023 - Present
Mariner Wealth (CANTON OH)
OH
10/04/2001 - 12/22/2009
AMERIPRISE FINANCIAL SERVICES, INC. (NORTH CANTON OH)
MN
10/04/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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