Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Klesack is a financial advisor at Centaurus Financial, Inc., and has been with the firm since September 2004. Edward has extensive experience in the financial services industry, with over 40 years of experience. Edward is a Registered Representative and a Registered Investment Advisor. Edward is licensed to provide investment advice in Florida, Ohio, and Pennsylvania. He is also a Series 6, 7, and 65 licensed professional and has the SIE exam. Edward is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
1
2
OH
07/06/2020 - Present
Centaurus Financial, Inc. (ASHLAND OH)
NY
07/15/1982 - 08/23/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/15/1982 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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