Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward William Edens is a financial advisor registered with Kovitz Investment Group Partners, LLC. Edward has been in the financial industry for over 15 years and holds the Series 7, Series 63, and Series 65 licenses. Edward's experience includes working with a variety of clients, including individuals, families, businesses, and institutions. Edward specializes in providing financial planning, investment management, and retirement planning services. Prior to joining Kovitz Investment Group Partners, LLC, Edward worked for FORESIDE FINANCIAL SERVICES, LLC and KOVITZ SECURITIES, LLC.
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.
Credit, cash and insurance solutions, family office services, corporate executive 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.
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.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
01/04/2016 - Present
Kovitz Investment Group Partners, LLC (CHICAGO IL)
IL
01/06/2021 - 03/16/2021
FORESIDE FINANCIAL SERVICES, LLC (Chicago IL)
IL
01/11/2006 - 11/13/2020
KOVITZ SECURITIES, LLC (CHICAGO IL)
BC
Issued 03/08/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/09/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Edward Edens is the right advisor for you? Invested Better is here to help.
