Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Fothergill is an investment advisor representative at Morningstar Investment Services LLC. Edward has been in the financial services industry since 2013. Edward holds the Series 7 and SIE securities licenses and the Series 63 uniform state law exam. Edward has experience providing investment advice to high-net-worth individuals, corporations, and other 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.
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.
Aua
1
2
IL
03/26/2024 - Present
Morningstar Investment Services LLC (CHICAGO IL)
MA
07/26/2013 - 02/05/2024
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (Boston MA)
BC
Issued 06/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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