Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Richard Jastrem is an investment advisor representative registered with Heritage Financial Services. He has been in the industry since November 2007. Edward Jastrem has passed the Series 7 and Series 66 exams and holds the Certified Financial Planner and Chartered Financial Consultant designations. Edward Jastrem specializes in providing financial planning services, portfolio management for individuals and businesses, and educational seminars. He is also registered as an Investment Advisor Representative in Massachusetts.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
02/04/2010 - Present
Heritage Financial Services (WESTWOOD MA)
MA
04/04/2008 - 07/02/2009
COMMONWEALTH FINANCIAL NETWORK (NORWOOD MA)
BOTH
Issued 04/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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