Edward Silbert

Experience

• 

  Prudential Financial

  Jan 1976 - Jan 1978

  Insurance Agent

  Sales in life insurance, health insurance, and annuities.

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  Provident Institution for Savings

  Jan 1979 - Jan 1981

  Customer Service Representative

  Was responsible for onboarding new customers, assisting them with their savings choices, and resolving service issues.

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  Fidelity Investments

  Jan 1982 - Jan 1986

  Registered Representative

  Consulted with prospects and existing clients on investments in mutual funds, brokerage products, tax-free investments, 401-K plans, and annuities.

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  Fidelity Investments

  Mar 1986 - Jun 2017

  Sales and relationship management, Burlington MA office. Met with new clients and created investment plans for them. Responsible for meeting or exceeding sales goals in mutual funds, managed accounts, fixed income, and annuities. Relationship responsibilities included monitoring client relationships and providing overall financial guidance on taxes, estate planning, and other financial planning areas. Multiple Achiever award winner for sales and service. 2-time President's Circle Award winner for outstanding sales and service. Earned CFP designation in 1998. Show less

  • VP / Financial Consultant

    Jan 2001 - Jun 2017

  • Financial Planning Consultant

    Jan 1990 - Dec 2000

  • Financial Representative and Lead Rep

    Mar 1986 - Dec 1989
• 

  Pinnacle Private Wealth

  Jan 2019 - Sept 2022

  Senior VP
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  Wealth Enhancement Group

  Sept 2022 - now

  Senior Vice President Financial Advisor

  Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships.Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.For a list of states in which <I am/our advisors are> licensed to do business, please visit http://www.wealthenhancement.comThird-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial advisors at Wealth Enhancement Group are registered representatives with and securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact Info" section above. Advisory Services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial. Show less