Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Secker is a financial advisor associated with LPL Financial LLC and has been in the industry since 1998. Edward holds Series 6, Series 63 and SIE licenses. Edward has several business interests, including tax preparation, real estate, and investment services. In addition to a branch office in Forest Hills, NY, Edward provides services to clients in several states, including New York, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Kansas, Massachusetts, Minnesota, Nevada, New Jersey, North Carolina, Pennsylvania, South Carolina, and Texas. Edward's firm manages more than $50 billion in assets and provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and corporations.
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.
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NY
06/10/2024 - Present
LPL Financial LLC (FOREST HILLS NY)
NY
01/19/2000 - 06/13/2024
OSAIC WEALTH, INC. (FOREST HILLS NY)
AZ
02/11/1994 - 03/15/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 01/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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