Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Silversmith is an investment advisor representative with Wealth Enhancement Advisory Services, LLC, and is registered with the state of New York and Pennsylvania. Edward has been in the financial services industry for over six years and has a strong track record of success in providing investment advice to individuals, families, and businesses. Edward has a diverse background in the financial services industry, having previously worked for firms such as Ameriprise Financial Services, LLC, Citizens Securities, Inc., and NYLIFE Securities LLC. This experience has given Edward a well-rounded understanding of the various financial needs of clients. Edward holds the Series 6, 7TO, 63, and 65 licenses and is also a Certified Financial Planner. Edward is committed to providing his 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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
NY
05/12/2022 - Present
Wealth Enhancement Advisory Services, LLC (PITTSFORD NY)
NY
08/27/2019 - 05/13/2022
AMERIPRISE FINANCIAL SERVICES, LLC (ROCHESTER NY)
NY
03/12/2018 - 08/19/2019
CITIZENS SECURITIES, INC. (ROCHESTER NY)
NY
09/20/2016 - 02/07/2018
NYLIFE SECURITIES LLC (FAIRPORT NY)
IA
Issued 07/09/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Edward Silversmith is the right advisor for you? Invested Better is here to help.
