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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 Buckley is a financial advisor with Morgan Stanley. Edward has been in the financial services industry since June 3, 1994 and is currently registered with FINRA and the states of California, Oregon, and Texas. Edward holds the Series 63, 65, 7, 9, 10, 79, and SIE licenses. Edward has worked for several firms prior to joining Morgan Stanley including Deutsche Bank Securities Inc. and Robertson Stephens & Company LLC.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
CA
06/01/2009 - Present
Morgan Stanley (Walnut Creek CA)
CA
04/30/2004 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)
NY
01/13/2001 - 04/29/2004
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
06/28/1999 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NY
06/14/1999 - 06/28/1999
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
07/09/1998 - 06/14/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
CA
10/01/1997 - 06/03/1998
BANCAMERICA ROBERTSON STEPHENS (SAN FRANCISCO CA)
CA
11/13/1996 - 10/01/1997
ROBERTSON, STEPHENS & COMPANY LLC (SAN FRANCISCO CA)
CA
07/12/1994 - 11/01/1996
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
CA
02/01/1994 - 04/25/1994
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
IA
Issued 01/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/04/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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