Edward LaskinCRD Number: 4431229
Current Firm: United Planners' Financial Services Of America A Limited Partner
Edward Laskin (CRD# 4431229) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Bohemia, NY and has over 16 years of experience in the finance industry.
American Portfolios Advisors, Inc.
Scholtz & Co
Royal Alliance Associates, Inc.
|United Planners' Financial Services||Scottsdale, AZ||Nov 2010 - Current||7|
|Ed Laskin Independent Insurance||Bohemia, NY||Sep 2001 - Current||16|
|Executive Insurance & Financial Services||New York, NY||Aug 2001 - Current||16|
|Ed Laskin / New York Notary||East Northport, NY||Feb 1989 - Current||29|
|Edward Scott Laskin, Atty At Law||East Northport, NY||Dec 1988 - Current||29|
|Park Avenue Securities LLC||Melville, NY||Jul 2010 - Nov 2010||< 1|
|Park Avenue Securities||Bohemia, NY||Jan 2006 - Jul 2010||4|
|Guardian Life Insurance Companyof America||Bohemia, NY||Jan 2006 - Jul 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2001|
Total Assets Under Management2,377MILLIONS
Total Number of Accounts13,769ACCOUNTS
Average Account Value$172,654
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.