Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Unland is a financial advisor with Independent Financial Group, LLC. Edwin has been in the financial services industry for 29 years. Edwin Unland is registered with the state of California and has a Series 7, Series 6 and SIE license. Edwin has previously worked at Securities America, Inc. and Sunamerica Securities, Inc. Edwin specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations. Edwin is also an insurance agent, notary public, and part-time supervisor for UPS.
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.
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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CA
01/01/2025 - Present
Independent Financial Group, LLC (LONG BEACH CA)
CA
09/19/1996 - 02/05/2010
SECURITIES AMERICA, INC. (LONG BEACH CA)
AZ
04/03/1993 - 09/24/1996
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 04/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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