Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Finocchiaro is a financial advisor who is active with Innovation Partners LLC, based in Charlotte, NC. Edward has 38 years of experience in the financial industry and is registered with the FINRA and Series 63, 65, and 7 licenses. Edward has been with Innovation Partners LLC since June 2024.
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.
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 services to qualified retirement plans
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.
Recurring fee
1
2
NC
06/21/2024 - Present
Innovation Partners LLC (CHARLOTTE NC)
IN
01/11/2016 - 06/25/2024
FNEX CAPITAL, LLC (INDIANAPOLIS IN)
MO
09/15/2010 - 12/04/2015
MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)
CA
04/16/2010 - 08/19/2010
SAMUELS CHASE & CO., INC. (SANTA YSABEL CA)
NC
05/03/2006 - 12/31/2009
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
MA
11/11/1997 - 12/13/2005
SELIGMAN ADVISORS, INC. (BOSTON MA)
MA
10/01/1995 - 10/23/1997
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NA
12/10/1993 - 09/25/1995
SHAWMUT BROKERAGE, INC.
NY
10/18/1991 - 12/09/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/25/1985 - 10/18/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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