Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Demond Morgan is a financial advisor at Stifel, Nicolaus & Company, Inc. located in ST. LOUIS, MO. Edward has been in the financial services industry since 2014 and has worked at several other firms including WELLS FARGO CLEARING SERVICES, LLC, TD AMERITRADE, INC., SCOTTRADE, INC. and FIRST CLEARING, LLC. Edward is a Series 7 and SIE licensed advisor.
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.
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
MO
08/29/2022 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
08/10/2018 - 08/20/2019
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
NE
01/17/2018 - 07/20/2018
TD AMERITRADE, INC. (OMAHA NE)
MO
04/03/2014 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
MO
01/01/2011 - 03/28/2014
FIRST CLEARING, LLC (ST. LOUIS MO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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