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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Ho is an Investment Advisor Representative at Morgan Stanley. Edward Ho has been working in the securities industry since August 26, 2009 and is registered in 40 states and two territories. Edward Ho holds Series 6, 7, 66 and SIE licenses. Edward Ho was previously registered with ECHOTRADE LLC and A I M DISTRIBUTORS, INC.. Edward Ho specializes in a wide range of financial services including Portfolio Management for Individuals, Portfolio Management for Investment Companies, Financial Planning, Educational Seminars, Pension Consulting, Asset Allocation Advice, and Selection of Other Advisers.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/15/2020 - Present
Morgan Stanley (Orlando FL)
AZ
10/25/2011 - 10/24/2012
ECHOTRADE LLC (PHOENIX AZ)
AZ
10/04/2011 - 10/21/2011
ECHOTRADE LLC (PHOENIX AZ)
TX
05/28/1998 - 12/22/2000
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 05/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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