Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Arthur Careau is a financial professional with over 30 years of experience in the securities industry. He has worked at a number of firms, including Jesup & Lamont Securities Corp and Oftring & Company, Inc. Edward currently works at Bolton Securities Corp. Edward specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services. He is registered to provide investment advice in Florida, Massachusetts, and Rhode Island.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
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
RI
09/03/2008 - Present
Bolton Securities Corp. (WOONSOCKET RI)
RI
01/02/2004 - 08/21/2008
JESUP & LAMONT SECURITIES CORP (WOONSOCKET RI)
CA
11/02/1987 - 12/31/2003
OFTRING & COMPANY, INC. (LOS ANGELES CA)
IA
Issued 05/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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