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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Michael Sep is a financial advisor with over 25 years of experience in the industry. Edward Michael Sep is currently registered with Good Life Advisors, LLC and has been with the firm since 2017. Previously, Edward Michael Sep worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc. Edward Michael Sep holds a Series 7, Series 31, Series 63, and Series 65 license, as well as the SIE exam. Edward Michael Sep specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, and pension and profit-sharing plans. Edward Michael Sep also provides financial advisory services through Good Life Advisors, LLC, an independent investment advisor firm.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Planning subscription fee
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2
PA
11/06/2017 - Present
Good Life Advisors, LLC (READING PA)
PA
10/05/2004 - 03/27/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WYOMISSING PA)
NY
10/16/1996 - 10/06/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 08/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 10/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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