Unclaimed
Edwin Sjonell is a financial professional with over 50 years of experience in the industry. Edwin is currently registered with LPL Financial LLC in Scotch Plains, New Jersey. Edwin has a wide range of experience and holds Series 7TO, Series 1, and SIE licenses. Edwin is also registered in 15 states including Arizona, California, Florida, Indiana, Maryland, Michigan, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Vermont and Virginia.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NJ
05/07/2020 - Present
LPL Financial LLC (SCOTCH PLAINS NJ)
NJ
10/31/2005 - 05/11/2020
SAGEPOINT FINANCIAL, INC. (SCOTCH PLAINS NJ)
AZ
06/23/2000 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NJ
03/02/1971 - 07/13/2000
FAMILY INVESTORS COMPANY (FANWOOD NJ)
NA
11/10/1970 - 06/04/1971
BC
Issued 11/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1964
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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