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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Landis is a financial advisor with over 5 years of experience in the financial industry. He is currently registered with Morgan Stanley, offering services in both Broker-Dealer and Investment Adviser capacities. Edward has held previous positions at UBS Financial Services Inc. and Key Investment Services LLC. He has a diverse set of qualifications, including passing the Series 6, Series 7, Series 63, and Series 65 exams. Edward's commitment to his clients is reflected in his active registrations in both New Jersey and New York.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
12/02/2021 - Present
Morgan Stanley (PURCHASE NY)
NJ
01/16/2020 - 07/08/2020
UBS FINANCIAL SERVICES INC. (PARAMUS NJ)
NY
12/29/2015 - 02/06/2018
KEY INVESTMENT SERVICES LLC (MONSEY NY)
IA
Issued 10/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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