Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Marston is a financial advisor with over 40 years of experience in the financial services industry. Edwin currently works with Lifemark Securities Corp. and has previous experience with Foresters Equity Services, Inc., New England Securities, Mutual Benefit Financial Service Company, The Lincoln National Life Insurance Company, Lincoln National Pension Insurance Company and New England Securities Corporation. Edwin holds Series 63, 65, 1, 6TO and SIE securities licenses. Edwin is registered to provide investment advice and securities services in the states of California, Florida, Maine and Oregon. Edwin is a Chartered Financial Consultant and has a strong background in financial planning, portfolio management for individuals and selection of other advisors. Edwin also has expertise in investment company products and variable contracts.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
NY
11/01/2018 - Present
Lifemark Securities Corp. (Pearl River NY)
CA
10/08/2013 - 11/08/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
ME
05/02/1990 - 10/07/2013
NEW ENGLAND SECURITIES (BELFAST ME)
NA
03/07/1988 - 08/20/1990
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
IN
06/13/1986 - 07/06/1989
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
06/13/1986 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
04/25/1979 - 03/22/1988
NEW ENGLAND SECURITIES CORPORATION
IA
Issued 02/02/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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