Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edmund? Claim Your ProfileEdmund Callahan is a financial advisor who has been in the industry since 2010. Edmund is currently registered with Edelman Financial Engines in Farmington, CT. Edmund has held previous positions with Charles Schwab & Co., Inc., E*TRADE SECURITIES LLC, KEY INVESTMENT SERVICES LLC, Fidelity Brokerage Services LLC, and Morgan Stanley Smith Barney. Edmund is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses. Edmund specializes in providing financial planning services to individuals, families, and businesses. Edmund has a passion for helping people achieve their financial goals.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
CT
11/28/2018 - Present
Edelman Financial Engines (FARMINGTON CT)
CT
05/31/2016 - 11/12/2018
CHARLES SCHWAB & CO., INC. (GREENWICH CT)
NY
04/04/2014 - 04/22/2016
E*TRADE SECURITIES LLC (SCARSDALE NY)
NY
04/17/2013 - 03/18/2014
KEY INVESTMENT SERVICES LLC (MOUNT KISCO NY)
NC
01/13/2011 - 03/08/2013
FIDELITY BROKERAGE SERVICES LLC (GREENSBORO NC)
CT
08/27/2010 - 12/02/2010
MORGAN STANLEY SMITH BARNEY (GREENWICH CT)
BOTH
Issued 09/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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