Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Albert Wardle is an investment advisor representative with Osaic Wealth, Inc. Edward has been in the securities industry since 1992. Edward has passed Series 6, 7, 31, and 63 exams. Edward also holds the SIE and Series 65 licenses. Edward is registered in 13 states: Arizona, California, Florida, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, and Wisconsin. Edward's previous employers include JANNEY MONTGOMERY SCOTT LLC, CITIGROUP GLOBAL MARKETS INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, AMERICORP SECURITIES, INC., EMANUEL AND COMPANY, GRUNTAL & CO. INCORPORATED, CHATFIELD DEAN & CO., INC., and DONSHIRE PLANNING CORPORATION.
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.
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2
NY
04/26/2021 - Present
Osaic Wealth, Inc. (JERICHO NY)
NY
09/04/2007 - 12/09/2016
JANNEY MONTGOMERY SCOTT LLC (GARDEN CITY NY)
NY
09/07/1999 - 09/10/2007
CITIGROUP GLOBAL MARKETS INC. (JERICHO NY)
NY
08/01/1995 - 09/29/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/04/1994 - 06/22/1995
AMERICORP SECURITIES, INC. (NEW YORK NY)
NY
12/07/1993 - 05/11/1994
EMANUEL AND COMPANY (NEW YORK NY)
NY
06/24/1993 - 12/07/1993
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
CO
03/22/1993 - 06/25/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
NY
07/02/1992 - 02/25/1993
DONSHIRE PLANNING CORPORATION (OCEANSIDE NY)
IA
Issued 09/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/17/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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