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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Foley is a registered investment advisor representative with Dimensional Fund Advisors LP in Austin, Texas. Edward has been in the industry since October 16, 1999. Edward Foley is registered with the state of Texas as an investment advisor representative. Edward is also registered with FINRA as a registered representative. Edward is a Series 63, Series 65 and Series 66 licensed investment advisor. Edward Foley has also passed the Series 7 and SIE exams. Edward has worked for several firms in the past, including First Trust Portfolios L.P., Federated Securities Corp., and Van Kampen Funds Inc. Edward Foley specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
02/29/2012 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
IL
11/11/2003 - 07/21/2011
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
PA
01/29/2002 - 12/04/2003
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
TX
08/30/1999 - 02/11/2002
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IA
Issued 02/06/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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