Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Charles Skelly is a financial professional with over 30 years of experience in the industry. Edward is registered with Valmark Advisers, Inc. in several states. Edward has previously worked with INVEST FINANCIAL CORPORATION and MUTUAL SERVICE CORPORATION. Edward holds the Series 6, 7, 24, 63 and 65 licenses as well as the SIE exam certification. Edward is also a Chartered Financial Consultant. Edward has a strong background in providing financial planning, portfolio management, and consulting services for individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
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VA
12/16/2019 - Present
Valmark Advisers, Inc. (ASHBURN VA)
VA
06/01/2007 - 07/19/2011
INVEST FINANCIAL CORPORATION (ASHBURN VA)
VA
02/28/2001 - 06/12/2007
MUTUAL SERVICE CORPORATION (ASHBURN VA)
MA
05/23/1995 - 02/26/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
NJ
12/12/1989 - 08/25/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
12/12/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/29/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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