Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileAdvisors 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.
1
2
NY
01/02/2002 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
11/10/2000 - 01/02/2002
JOSEPHTHAL & CO., INC. (NEW YORK NY)
GA
04/03/2000 - 11/17/2000
SOUTHWICK INVESTMENTS, INC. (ATLANTA GA)
NY
10/23/1991 - 03/28/2000
BELLE HAVEN INVESTMENTS, L.P. (RYE BROOK NY)
NA
09/22/1988 - 10/23/1991
HOLCOMB, STEVENS SECURITIES, INC
NA
09/22/1987 - 09/29/1988
BT SECURITIES CORPORATION
IA
Issued 5/9/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/9/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 9/25/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/27/1988
Series 24 - General Securities Principal Examination
BC
Issued 8/5/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 1/2/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 1/2/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 1/2/2023
Series 42 - Registered Options Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/18/2003
Series 3 - National Commodity Futures Examination
BC
Issued 1/13/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 4/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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