Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Pittman is a financial advisor with over 35 years of experience in the industry. Edward is currently registered with Osaic Institutions, Inc. and has been a registered investment advisor since June 2008. Edward is a Series 7, Series 63, Series 65, and SIE licensed professional. Edward has experience working with high-net-worth individuals, corporations, and charitable organizations. Edward also provides financial planning, pension consulting, and educational seminars.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
VA
06/01/2008 - Present
Osaic Institutions, Inc. (Kilmarnock VA)
VA
01/02/2004 - 06/01/2008
BI INVESTMENTS, LLC (KILMARNOCK VA)
AZ
05/19/1997 - 01/08/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
02/07/1996 - 05/20/1997
DAVENPORT-DUKES FINANCIAL SERVICES, INC.
VA
02/05/1991 - 02/02/1996
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
CT
11/19/1985 - 12/31/1990
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 11/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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