Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Villany is a financial advisor with over 20 years of experience in the industry. Edward currently works at LPL Financial LLC, a firm with more than $50 billion in assets under management. Previously, Edward worked for several other firms, including MML Investors Services, LLC, MSI Financial Services, Inc., New England Securities, Tower Square Securities, Inc., Walnut Street Securities, Inc., BNY Mellon Securities LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Edward has a strong track record of success in providing financial advice to individuals, businesses, and institutions. Edward specializes in providing a range of services, including financial planning, portfolio management, and investment consulting.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
07/24/2017 - Present
LPL Financial LLC (FORT MILL SC)
NC
03/25/2017 - 07/26/2017
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
01/11/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
01/11/2011 - 01/02/2015
NEW ENGLAND SECURITIES (CHARLOTTE NC)
NJ
01/11/2011 - 09/09/2013
TOWER SQUARE SECURITIES, INC. (SOMERSET NJ)
NJ
01/11/2011 - 09/09/2013
WALNUT STREET SECURITIES, INC. (SOMERSET NJ)
NJ
07/06/2001 - 01/30/2009
BNY MELLON SECURITIES LLC (JERSEY CITY NJ)
MA
01/25/2000 - 03/08/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/25/2000 - 03/08/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 02/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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