Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward A. Caveney is a financial advisor with over 20 years of experience in the industry. He has held various positions at firms like Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, VAN KAMPEN FUNDS INC. and West Suburban Securities, Inc. Edward currently works for J.P. Morgan Securities LLC. His areas of expertise include Financial Planning, Pension Consulting, and Portfolio Management. He is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Industry and Financial Markets Association (SIFMA). Edward has a strong track record of success and is committed to providing his clients with the highest quality of service.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
09/20/2013 - Present
J.p. Morgan Securities LLC (Chicago IL)
IL
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
04/28/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
09/17/1999 - 04/14/2003
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IL
05/27/1999 - 09/13/1999
WEST SUBURBAN SECURITIES, INC. (OAK BROOK IL)
BOTH
Issued 01/25/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
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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