Unclaimed
Edward Straus Loeb is an Investment Advisor Representative associated with Port Capital LLC in Chicago, IL. Edward Straus Loeb has been in the securities industry since January 1992. Edward Straus Loeb has a Series 63, Series 65, and Series 24 license. Edward Straus Loeb's previous experience includes working at Harris Associates Securities L.P. from January 1992 to July 2015 in Chicago, IL.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
11/02/2016 - Present
Port Capital LLC (CHICAGO IL)
IL
01/17/1992 - 07/14/2015
HARRIS ASSOCIATES SECURITIES L.P. (CHICAGO IL)
IA
Issued 02/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/1993
Series 24 - General Securities Principal Examination
BC
Issued 07/14/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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