Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Marion is a financial advisor in Columbia, SC with over 13 years of experience. He is registered to provide investment advice in South Carolina, North Carolina and Florida. Edward works with Private Client Services, LLC, and is a registered representative with FINRA. Edward holds Series 7, 63, and 66 securities licenses. Edward helps clients with portfolio management for individuals and businesses, as well as financial 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.
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.
A percentage of the total value of assets under management is charged.
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2
SC
01/28/2022 - Present
Private Client Services, LLC (Columbia SC)
SC
10/26/2010 - 12/15/2021
LPL FINANCIAL LLC (COLUMBIA SC)
SC
05/26/2010 - 11/19/2010
PROEQUITIES, INC. (COLUMBIA SC)
SC
09/03/2008 - 05/14/2010
UVEST FINANCIAL SERVICES GROUP, INC. (COLUMBIA SC)
BOTH
Issued 06/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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