Edward Borst (CRD# 1113613) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Winter Park, FL and has over 41 years of experience in the finance industry.
CRD# 1009942
Ubs Financial Services Inc.
CRD# 4845592
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2227187
Merit Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Humana Health Plan, Inc. | Zephryhills, FL | Jun 2014 - Current | 9 |
| Transamerica Financial Advisors, Inc. | Plant City, FL | Jan 2012 - Current | 12 |
| World Financial Group | Cincinnati, OH | Apr 2002 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1983 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2010 |
- FL
- OH
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
-
Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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