Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Murray is a financial advisor with over 10 years of experience in the industry. Edward currently works with LPL Financial LLC in NASSAU, NY. Edward also offers services with Sigma Financial Corporation and Cantella & Co., Inc.. Edward is registered with the state of New York and other states including Florida, Massachusetts, North Carolina, Pennsylvania and Vermont. Edward holds Series 6, 7, 63 and 66 licenses. Edward specializes in financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
01/24/2024 - Present
LPL Financial LLC (NASSAU NY)
NY
01/06/2023 - 01/25/2024
SIGMA FINANCIAL CORPORATION (East Nassau NY)
NY
11/24/2017 - 01/30/2023
LPL FINANCIAL LLC (EAST NASSAU NY)
NY
11/17/2015 - 12/08/2017
CANTELLA & CO., INC. (Valatie NY)
NY
04/25/2013 - 11/23/2015
NYLIFE SECURITIES LLC (LATHAM NY)
BOTH
Issued 02/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/24/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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