Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Lytle is a financial advisor registered with LPL Financial LLC. Edward has been working in the financial services industry since 2000 and is licensed to provide advisory services in Maryland, Pennsylvania, West Virginia, Maine, Georgia, Florida and New Jersey. Edward is also registered with the state of Maryland as an Investment Advisor Representative. Edward has experience working with individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, charitable organizations and investment clubs.
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
MD
07/29/2005 - Present
LPL Financial LLC (FRIENDSVILLE MD)
MD
07/11/2001 - 08/04/2005
M&T SECURITIES, INC. (BALTIMORE MD)
NY
04/10/2000 - 07/20/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 08/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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