Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Stanley Myers is a financial advisor with over 40 years of experience in the industry. He is currently registered with LPL Financial LLC in Vernon, CT and Texas. Previously, Edward Stanley Myers was registered with Securities America, Inc., National Planning Corporation, Main Street Management Company and Allmerica Investments, Inc. He has a wide range of experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Edward Stanley Myers offers a variety of financial services including financial planning, investment management, and retirement planning.
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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2
CT
04/03/2023 - Present
LPL Financial LLC (VERNON CT)
CT
10/24/2017 - 04/12/2023
SECURITIES AMERICA, INC. (VERNON CT)
CT
02/10/2004 - 10/27/2017
NATIONAL PLANNING CORPORATION (VERNON CT)
MA
03/06/2000 - 02/09/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
MA
08/22/1983 - 03/24/2000
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 10/31/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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