Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Lemasters is a financial advisor with UBS Financial Services Inc. Edwin has been in the financial services industry since 1986. Edwin is registered with the state of Florida and Texas. Edwin specializes in providing financial advice to individuals, businesses, corporations, high-net-worth individuals, charitable organizations, pension plans, and other entities. Edwin is also a registered principal with UBS Financial Services Inc. Edwin is a member of the New Canaan Society, and is a trustee of various family trusts.
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.
See schedule d - miscellaneous
1
2
FL
01/05/2010 - Present
UBS Financial Services Inc. (Winter Park FL)
FL
11/16/1993 - 03/09/2009
CITIGROUP GLOBAL MARKETS INC. (WINTER PARK FL)
GA
02/24/1993 - 06/14/1993
FSC SECURITIES CORPORATION (ATLANTA GA)
LA
12/08/1992 - 01/22/1993
SISUNG SECURITIES CORPORATION (NEW ORLEANS LA)
NY
06/16/1989 - 11/08/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
04/25/1988 - 06/13/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
02/02/1987 - 03/31/1988
SHERWOOD CAPITAL, INC.
NA
01/19/1983 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 05/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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