Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Anglero is a financial professional with over 20 years of experience in the industry. Edwin is currently registered with HSBC Securities (USA) Inc., a firm with a long history of providing financial services to clients. Prior to this, Edwin worked for several other firms including AXA Advisors, LLC, BNY Investment Center Inc., Chase Investment Services Corp., Brown & Company Securities Corporation and Carnegie Investor Services Inc. Edwin holds the Series 7, Series 63, and SIE licenses. Edwin's experience and qualifications make him well-suited to provide a wide range of financial services to clients.
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.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
1
2
NY
10/03/2013 - Present
Hsbc Securities (usa) Inc. (NEW YORK CITY NY)
NY
03/23/2006 - 08/27/2013
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/10/2005 - 01/05/2006
BNY INVESTMENT CENTER INC. (NEW YORK NY)
IL
01/23/2002 - 05/31/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MA
03/31/1999 - 06/01/2001
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
NY
12/21/1998 - 04/01/1999
CARNEGIE INVESTOR SERVICES INC. (NEW YORK NY)
BC
Issued 02/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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