Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward N. Antoian is a financial advisor with over 40 years of experience in the industry. Edward has worked with a number of firms over the years including Delaware Distributors, Inc., Delaware Management Company, Inc., and E. F. Hutton & Company Inc. Currently, Edward is an Investment Advisor Representative at Sequoia Financial Group, LLC with offices in Berwyn, PA and Akron, OH. Edward holds the Series 63, Series 26, and Series 7 licenses. In addition to his work as an Investment Advisor Representative, Edward is the General Partner and Portfolio Manager of Zeke L.P., a Delaware Limited Partnership organized to operate as a private investment partnership.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
03/07/2023 - Present
Sequoia Financial Group, LLC (Berwyn PA)
NA
12/09/1985 - 12/21/1994
DELAWARE DISTRIBUTORS,INC.
NA
09/20/1984 - 11/29/1985
DELAWARE MANAGEMENT COMPANY, INC.
NA
08/26/1982 - 06/08/1984
E. F. HUTTON & COMPANY INC
BC
Issued 09/24/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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