Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Madruga is a financial advisor with over 20 years of experience in the industry. Edward is a Registered Representative and Investment Advisor Representative. Currently, Edward is affiliated with Fidelity Personal And Workplace Advisors. Prior to this role, Edward has worked with BANC of America Investment Services, INC., QUICK & REILLY, INC., and CITICORP INVESTMENT SERVICES. Edward is a Certified Financial Planner professional and holds Series 7, 63, and 65 licenses. Edward focuses on providing financial planning and investment advice to individuals, high-net-worth individuals, corporations, 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.
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
NY
01/15/2019 - Present
Fidelity Personal AND Workplace Advisors (GARDEN CITY NY)
MA
10/20/2004 - 07/13/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
06/25/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
12/22/1999 - 06/18/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 09/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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