Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Deverell is a financial advisor with over 28 years of experience in the industry. He has a wide range of experience in providing financial advice and has worked with firms like Park Avenue Securities LLC, PROEQUITIES, INC. and currently is registered with SPC. Edward specializes in providing financial planning services, pension consulting and portfolio management for individuals and businesses. Edward is a Chartered Financial Consultant and has a proven track record of success in helping clients achieve their financial goals.
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.
Consultation services
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.
Seminar attendance fees
1
2
NJ
02/14/2021 - Present
SPC (Little Silver NJ)
NJ
09/05/2017 - 06/26/2020
PARK AVENUE SECURITIES LLC (PARAMUS NJ)
NJ
08/11/2010 - 09/29/2017
PROEQUITIES, INC. (LITTLE SILVER NJ)
SC
01/06/2004 - 03/03/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
VT
01/04/2001 - 09/30/2003
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
NY
04/27/1993 - 02/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
11/07/1990 - 08/10/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
01/18/1989 - 09/27/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
01/18/1989 - 09/27/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MA
01/02/1989 - 04/03/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/02/1989 - 04/03/1989
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
11/18/1986 - 11/09/1987
SALOMON BROTHERS INC.
BOTH
Issued 06/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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