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Edwin Alfredo Salazar

A.g.p. / Alliance Global Partners

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About Edwin Alfredo Salazar

Edwin Alfredo Salazar is an investment advisor representative with Alliance Global Partners. Edwin has been in the financial services industry since June 1994. Edwin has passed the Series 63, Series 65, and Series 26 exams. Edwin has been registered with Alliance Global Partners since January 2023. Edwin previously worked at PFS Investments Inc. from June 1994 until January 2010. Edwin is registered with the states of Florida, Illinois, North Carolina and Texas. Edwin has a specialization in portfolio management for businesses, individuals, and pooled investment vehicles.

Firm Information

Edwin Salazar is currently registered with A.g.p. / Alliance Global Partners. A.g.p. / Alliance Global Partners is a Limited Liability Company with a main office in Westport, Connecticut, and has been operating since July 2022. The firm has over 238 registered representatives and manages over $1.6 billion in regulatory assets. A.g.p. / Alliance Global Partners provides a variety of advisory services, including financial planning, portfolio management for individuals and businesses, selection of other advisors, and portfolio management for pooled investment vehicles. They cater to a diverse range of clients, including individuals, high-net-worth individuals, businesses, corporations, and charitable organizations.
A.g.p. / Alliance Global Partners

88 POST ROAD WEST

WESTPORT, CT 06880

$1.69B

Assets Under Management

Not reported

Total Clients

175

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Sub-adviser of pooled investment vehicle charges a performance f

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Edwin Salazar’s Registration & Firm History

FL

09/06/2024 - Present

A.g.p. / Alliance Global Partners (BOCA RATON FL)

FL

06/20/1994 - 01/11/2010

PFS INVESTMENTS INC. (ORLANDO FL)

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Licenses & Designations

IA

Issued 07/02/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/12/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/23/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/10/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edwin Alfredo Salazar.
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