Unclaimed
Edmund Joseph Vilsack is an investment advisor representative with Janney Montgomery Scott LLC, headquartered in Philadelphia, PA. Edmund has been in the industry since May 1992. He is licensed to provide investment advice in several states including Michigan, New Jersey, North Carolina, Pennsylvania, and Texas. Edmund has extensive experience in the industry, having held previous positions with PARKER/HUNTER INCORPORATED and WHEAT, FIRST SECURITIES, INC..
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
09/28/2016 - Present
Janney Montgomery Scott LLC (CANNONSBURG PA)
PA
03/20/1995 - 04/25/2000
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
NC
05/06/1992 - 03/28/1995
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 06/12/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/05/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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