Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Leithead is a seasoned financial professional with over three decades of experience in the financial services industry. Edward is currently a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Prior to joining Merrill Lynch, Edward held positions at a number of other firms, including Tullett & Tokyo Liberty Securities Inc., Liberty Brokerage Inc., and Gibraltar Securities Co. Edward holds several licenses and certifications, including Series 7, Series 10, Series 24, Series 63, and Series 79TO. Edward is a registered representative in Massachusetts, New Jersey, and New York. Edward specializes in providing financial planning, investment management, and retirement planning services to a wide range of clients, including individuals, families, businesses, and institutions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MA
10/04/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
NY
09/25/1998 - 08/03/2000
TULLETT & TOKYO LIBERTY SECURITIES INC. (NEW YORK NY)
NJ
07/25/1987 - 09/02/1999
LIBERTY BROKERAGE INC. (JERSEY CITY NJ)
NY
08/11/1994 - 04/14/1998
LIBERTY BROKERS (NEW YORK NY)
NA
04/05/1996 - 03/06/1997
BARRA ANALYTICS SECURITIES
NA
01/23/1985 - 03/11/1987
GIBRALTAR SECURITIES CO.
BC
Issued 05/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/02/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/02/1992
Series 24 - General Securities Principal 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 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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