Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Flannery is a financial advisor who has been in the industry since 2014. Edward is currently registered with LPL Financial LLC and has previously worked with PARK AVENUE SECURITIES LLC and MML INVESTORS SERVICES, LLC. Edward is a Series 6, 7, and 66 licensed advisor. Edward is licensed to provide investment advice and sell securities in Arizona, California, Georgia, Kentucky, New York, North Carolina, Ohio, and South Carolina. Edward is also registered as an Investment Advisor Representative in South Carolina. Edward works with individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Edward provides financial planning services, portfolio management, and other advisory services.
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.
1
2
SC
12/07/2021 - Present
LPL Financial LLC (SUMMERVILLE SC)
SC
06/08/2017 - 12/16/2021
PARK AVENUE SECURITIES LLC (SUMMERVILLE SC)
SC
08/28/2014 - 05/18/2017
MML INVESTORS SERVICES, LLC (CHARLESTON SC)
BOTH
Issued 05/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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