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. Scherr is a financial advisor with over 20 years of experience in the industry. Edward is currently registered with J.P. Morgan Securities LLC and holds Series 7, 31, 55, and 63 licenses, along with the SIE and Series 65. Edward provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and institutions. Edward's previous experience includes roles with Associated Investment Services, Inc., RBC Dain Rauscher Inc., B.C. Ziegler and Company, Morgan Stanley DW Inc., Banc One Securities Corporation, and Protrader Securities Corporation. Edward is committed to providing clients with the highest level of personalized service and expertise.
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
WI
05/31/2013 - Present
J.p. Morgan Securities LLC (WEST BEND WI)
WI
04/24/2008 - 06/10/2013
ASSOCIATED INVESTMENT SERVICES, INC. (PEWAUKEE WI)
WI
06/27/2006 - 01/24/2008
RBC DAIN RAUSCHER INC. (MILWAUKEE WI)
IL
07/16/2004 - 03/10/2006
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
NY
05/29/2002 - 05/24/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IL
01/15/2002 - 05/24/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
11/01/2000 - 01/19/2001
PROTRADER SECURITIES CORPORATION (AUSTIN TX)
TX
08/04/2000 - 01/19/2001
PROTRADER TRADING, L.L.C. (AUSTIN TX)
TX
06/04/1999 - 05/05/2000
PROTRADER SECURITIES CORPORATION (AUSTIN TX)
IA
Issued 08/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 06/25/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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