Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Carfang is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Edward has been in the industry since 1993 and has held registrations with several firms. Edward is registered with the states of Florida, Georgia, Illinois, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia. Edward holds the Series 6, Series 63, and Series 65 licenses and is a member of the SIE. Edward's primary focus is in providing financial planning and portfolio management for individuals, families, and small businesses. Edward is dedicated to helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
01/14/2025 - Present
Cambridge Investment Research Advisors, Inc. (Monroeville PA)
PA
10/06/1999 - 12/08/2016
TRUSTMONT FINANCIAL GROUP, INC. (GREENSBURG PA)
MN
10/04/1993 - 09/13/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 03/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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