Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward John Frelly is a financial advisor with over 10 years of experience in the industry. Edward is currently registered with LPL Financial LLC in Colorado Springs, Colorado. Edward has held previous positions with Waddell & Reed and Edward Jones. Edward is a Certified Financial Planner and holds the Series 7 and Series 66 securities licenses as well as the SIE. Edward specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and charitable organizations.
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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2
CO
06/03/2019 - Present
LPL Financial LLC (COLORADO SPRINGS CO)
CO
05/04/2012 - 06/05/2019
WADDELL & REED (COLORADO SPRINGS CO)
CO
12/12/2008 - 04/26/2012
EDWARD JONES (MONUMENT CO)
BOTH
Issued 01/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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