Edward Laskin, financial advisor Bohemia NY
93 score

Edward Laskin

CRD 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 15 years of experience in the finance industry.

Similar Advisors
Peter Scholtz, financial advisor Bohemia NY
Peter D. Scholtz
CRD# 873183
Scholtz & Co
Score
103
Similar Advisors
Erich Beck, financial advisor Bohemia NY
Erich M. Beck
CRD# 6040390
Axa Advisors, LLC
Score
88
Similar Advisors
Gary Delorenzo, financial advisor Bohemia NY
Gary J. Delorenzo
CRD# 1065478
American Portfolios Advisors, Inc.
Score
103
Company Name Location Dates Years
United Planners' Financial Services Scottsdale, AZ Nov 2010 - Current 6
Ed Laskin Independent Insurance Bohemia, NY Sep 2001 - Current 15
Executive Insurance & Financial Services New York, NY Aug 2001 - Current 15
Ed Laskin / New York Notary East Northport, NY Feb 1989 - Current 27
Edward Scott Laskin, Atty At Law East Northport, NY Dec 1988 - Current 28
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
Contact Info for Edward S. Laskin
Phone Number: 480-991-0225
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,806
    MILLIONS
  • Total Number of Accounts
    9,587
    ACCOUNTS
  • Average Account Value
    $188,339
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.