Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Motley is a financial professional with over 20 years of experience in the financial services industry. Edward is currently registered with MML Investors Services, LLC and has held previous registrations with several other firms. Edward specializes in providing financial planning and investment advice to individuals, businesses, and retirement plans. Edward is also registered as an Investment Advisor Representative in California and Texas.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
01/28/2022 - Present
MML Investors Services, LLC (Whittier CA)
OH
02/24/2014 - 04/06/2015
MML INVESTORS SERVICES, LLC (MAUMEE OH)
OH
09/21/2012 - 08/12/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (MANSFIELD OH)
OH
06/16/2009 - 03/02/2012
MML INVESTORS SERVICES, LLC (MAUMEE OH)
OH
08/22/2008 - 05/29/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (TOLEDO OH)
OH
03/23/2007 - 08/29/2008
LPL FINANCIAL CORPORATION (TOLEDO OH)
CA
08/07/2003 - 03/26/2007
MML INVESTORS SERVICES, INC. (SANTA ANA CA)
IN
11/09/2000 - 08/12/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/09/2000 - 08/12/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OH
06/08/1999 - 11/07/2000
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
WI
08/19/1998 - 02/19/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
08/19/1998 - 02/19/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IN
06/20/1996 - 10/09/1997
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/20/1996 - 10/09/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
01/24/1995 - 07/11/1996
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
MA
04/12/1993 - 01/25/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NJ
09/07/1990 - 04/21/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
09/07/1990 - 04/21/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 1/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 12/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 6/12/2020
SIE - Securities Industry Essentials Examination
BC
Issued 7/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 9/6/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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