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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Parrish is an investment advisor representative with Mercer Global Advisors Inc. Edgar has been working in the financial industry since 1972. Edgar currently holds Series 63 and 65 registrations. Edgar also holds Series 3, 5, 15, and PC licenses. Edgar has worked for several firms including Merrill Lynch, UBS Financial Services Inc., and Lehman Brothers Inc. Edgar specializes in Portfolio Management for individuals, Portfolio Management for businesses, Financial Planning, Pension Consulting, and Educational Seminars. Edgar is located in McLean, 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.
Trust services, estate planning, tax return preparation, consultation
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.
A percentage of the total value of assets under management is charged.
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2
VA
01/13/2022 - Present
Mercer Global Advisors Inc. (McLean VA)
DC
01/26/2004 - 08/19/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
NJ
06/17/1993 - 02/23/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
10/11/1985 - 06/29/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/06/1972 - 10/29/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
06/06/1972 - 07/25/1979
WHEAT, FIRST SECURITIES, INC.
IA
Issued 12/26/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 06/23/1984
Series 3 - National Commodity Futures Examination
BC
Issued 10/20/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/01/1977
PC - AMEX Put and Call Exam
BC
Issued 06/06/1972
Series 000 - General Securities Principal Examination
BC
Issued 06/06/1972
Series 1 - Registered Representative Examination
Active
Inactive
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