Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edna? Claim Your ProfileEdna Haughney is a financial advisor with over 35 years of experience in the industry. Edna has held positions at several reputable firms, including PaineWebber Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley Smith Barney. She has a wide range of experience in the financial services industry, including securities, commodities, and investment advisory services. Edna is currently registered with Ameriprise Financial Services, LLC and holds licenses in several states. She is also a board member of Haughney.
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.
Asset allocation services
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
NY
08/04/2014 - Present
Ameriprise Financial Services, LLC (Pearl River NY)
NY
10/21/2010 - 05/29/2012
MORGAN STANLEY SMITH BARNEY (PEARL RIVER NY)
NY
11/21/1997 - 10/22/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (POUGHKEEPSIE NY)
NJ
09/24/1986 - 12/02/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 01/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1987
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1987
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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