Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Kemm is a financial advisor with over 20 years of experience in the industry. Edward is currently registered with Osaic Wealth, Inc. as a Registered Representative and Investment Advisor Representative in Florida and Texas. Edward is committed to providing comprehensive financial advice to individuals, families, and businesses.
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.
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.
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2
FL
09/01/2023 - Present
Osaic Wealth, Inc. (PALM CITY FL)
FL
05/06/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PALM CITY FL)
FL
03/27/2020 - 05/09/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (PALM CITY FL)
FL
03/20/2018 - 04/03/2020
OPPENHEIMER & CO. INC. (PALM BEACH GARDENS FL)
FL
03/08/2018 - 03/15/2018
MANAGED ACCOUNT SERVICES, LLC (BOCA RATON FL)
PA
10/28/1999 - 02/20/2009
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
NY
11/16/1998 - 12/23/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
03/30/1995 - 08/31/1998
AIG EQUITY SALES CORP. (NEW YORK NY)
MA
07/25/1994 - 02/24/1995
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
BC
Issued 04/12/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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