Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Samuel Kindler is a financial advisor with over 15 years of experience in the industry. Edward is currently registered with Retirement Plan Advisors, LLC, and holds Series 6, 7, 63, and 66 securities licenses. Edward has previously worked with a number of financial institutions including PNC Investments, Wesbanco Securities, Inc., The Huntington Investment Company, Nationwide Securities, LLC, 1717 Capital Management Company, and Nationwide Investment Services Corporation. Edward specializes in providing financial planning services to individuals, businesses, and pooled investment vehicles. Edward also provides portfolio management services to a variety of clients.
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.
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2
OH
03/06/2024 - Present
Retirement Plan Advisors, LLC (Galloway OH)
OH
06/24/2014 - 08/11/2023
PNC INVESTMENTS (GROVE CITY OH)
OH
04/09/2013 - 07/29/2013
WESBANCO SECURITIES, INC. (COLUMBUS OH)
OH
12/19/2011 - 12/21/2012
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
OH
08/01/2008 - 06/30/2011
NATIONWIDE SECURITIES, LLC (DUBLIN OH)
OH
07/02/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (DUBLIN OH)
OH
01/31/2007 - 07/03/2007
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
BOTH
Issued 10/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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