Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Kelly is a financial advisor registered with CIBC Private Wealth Advisors, Inc. Edward has been in the industry since 1997. Edward is licensed to provide securities and investment advisory services in New York and Pennsylvania. Edward is a General Securities Principal (Series 24) and holds the Series 63, 66 and 7 licenses. Edward's past experience includes positions at Brinkher Capital Securities, LLC, Capital Brokerage Corporation, CM Securities, LLC, Pacific Cornerstone Capital Incorporated, Nationwide Investment Services Corporation, NNN Capital Corp., Investment Centers of America, Inc., RTE Securities, Inc. and Lincoln Investment Planning, Inc.
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.
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.
Index provider
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
09/01/2023 - Present
Cibc Private Wealth Advisors, Inc. (Lower Gwynedd PA)
PA
06/22/2012 - 01/20/2023
BRINKER CAPITAL SECURITIES, LLC (BERWYN PA)
VA
05/19/2010 - 06/25/2012
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NV
02/04/2009 - 01/22/2010
CM SECURITIES, LLC (LAS VEGAS NV)
CA
03/10/2006 - 06/13/2007
PACIFIC CORNERSTONE CAPITAL INCORPORATED (IRVINE CA)
OH
04/29/2005 - 02/15/2006
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
CA
03/29/2005 - 04/15/2005
NNN CAPITAL CORP. (SANTA ANA CA)
WI
01/09/2003 - 12/17/2004
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
PA
07/12/1996 - 11/20/2002
RTE SECURITIES, INC. (RYDAL PA)
PA
07/13/1994 - 12/14/1995
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NY
06/22/1992 - 07/29/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BOTH
Issued 09/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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