Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Grogan has been in the financial services industry since 1993 and is currently an advisor at Commonwealth Financial Network. Edward has experience working with a variety of clients including individuals, businesses, high-net-worth individuals, and charitable organizations. Edward is also a Certified Financial Planner and a Chartered Financial Consultant. He is registered in a variety of states and holds a variety of securities licenses. Edward specializes in financial planning, portfolio management, and investment advisory services. Edward is dedicated to providing his clients with the highest level of service and expertise.
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.
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2
WA
03/02/2005 - Present
Commonwealth Financial Network (GIG HARBOR WA)
MA
07/05/2002 - 03/04/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
AZ
08/10/2001 - 06/06/2002
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
NY
05/25/2001 - 08/23/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
MN
05/13/1993 - 01/18/2001
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 10/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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