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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edmund? Claim Your ProfileEdmund Haughey is an investment advisor representative with Osaic Wealth, Inc. Edmund has been working in the financial services industry since 2003 and has experience working with Securities America, Inc. and LPL Financial LLC. Edmund's specializations include retirement planning, college savings plans, investment management, insurance, and financial planning. Edmund offers advisory services such as portfolio management for individuals and businesses, financial planning, educational seminars, and selection of other advisors. Edmund is registered with the state of Massachusetts and Texas.
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.
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.
1
2
NY
09/24/2024 - Present
Osaic Wealth, Inc. (UNIONDALE NY)
MA
01/31/2020 - 06/14/2024
SECURITIES AMERICA, INC. (NORTH ANDOVER MA)
MA
03/28/2008 - 02/12/2020
LPL FINANCIAL LLC (WALTHAM MA)
CO
10/21/2002 - 12/20/2002
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
10/19/2000 - 10/21/2002
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
NY
01/23/1998 - 10/06/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 06/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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