Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edie? Claim Your ProfileEdie Moffett is a financial professional with over 20 years of experience in the industry. Edie is currently registered with Pershing LLC and Pershing Advisor Solutions LLC in Florida and New Jersey. Edie has a strong background in securities and has held previous positions with PARK AVENUE SECURITIES LLC, CHARLES SCHWAB & CO., INC. and Pershing LLC. Edie has passed multiple industry exams, including the Series 7, Series 52, Series 99, and Series 63. Edie's experience and qualifications make her a valuable asset to any client seeking financial guidance.
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.
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.
1
2
FL
08/10/2023 - Present
Pershing LLC (LAKE MARY FL)
NY
10/11/2022 - 04/13/2023
PARK AVENUE SECURITIES LLC (NEW YORK NY)
FL
03/11/2011 - 08/16/2022
PERSHING LLC (LAKE MARY FL)
FL
01/08/2009 - 03/14/2011
PERSHING ADVISOR SOLUTIONS LLC (LAKE MARY FL)
FL
09/27/2007 - 01/08/2009
PERSHING LLC (LAKE MARY FL)
FL
06/07/2000 - 09/13/2007
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
BC
Issued 06/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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