Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Simonsen is a financial advisor with LPL Financial LLC. Edward has been in the industry since August 13, 2007. Edward has been registered with LPL Financial LLC since September 13, 2023. Before LPL Financial LLC, Edward was registered with Ameriprise Financial Services, LLC and Hantz Financial Services, Inc.. Edward is registered to provide investment advice in 48 states. Edward holds the following licenses: Series 7, Series 66, and SIE. Edward is a registered representative of LPL Financial LLC and an investment advisor representative of Insight Wealth Solutions. LLC, an LPL Financial LLC affiliated 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
09/08/2023 - Present
LPL Financial LLC (Houghton MI)
MI
09/19/2007 - 09/13/2023
AMERIPRISE FINANCIAL SERVICES, LLC (L'ANSE MI)
MI
08/14/2007 - 09/20/2007
HANTZ FINANCIAL SERVICES, INC. (MARQUETTE MI)
BOTH
Issued 07/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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