Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Terzolo is a financial advisor with Cetera Financial Specialists LLC. Edward has been in the financial industry for over 16 years. Edward's career began in 2001 at H.D. Vest Investment Services. Edward has a Series 6, Series 63, and SIE licenses. Edward is registered with the states of New York and North Carolina.
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.
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.
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NY
05/10/2021 - Present
Cetera Financial Specialists LLC (CAMILLUS NY)
NY
11/27/2013 - 05/13/2021
AVANTAX INVESTMENT SERVICES, INC. (Camillus NY)
NY
07/24/2008 - 09/24/2010
H.D. VEST INVESTMENT SERVICES (SYRACUSE NY)
NY
08/30/2001 - 02/15/2008
H.D. VEST INVESTMENT SERVICES (SYRACUSE NY)
BC
Issued 12/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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