Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Donnelly is a financial advisor in Chicago, Illinois. Edward is a registered representative with Raymond James & Associates, Inc. and has been in the industry since 2001. Edward previously worked for SCOTIA CAPITAL (USA) INC., CITIGROUP GLOBAL MARKETS INC., OPPENHEIMER & CO. INC., CIBC WORLD MARKETS CORP., THINKEQUITY PARTNERS LLC, and WILLIAM BLAIR & COMPANY L.L.C., and GOLDMAN, SACHS & CO. Edward holds the Series 63, SIE, and Series 7 licenses. Edward provides a range of financial services including financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses.
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.
Please see note in schedule d - miscellaneous
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
IL
10/11/2021 - Present
Raymond James & Associates, Inc. (Chicago IL)
NY
10/23/2019 - 06/25/2021
SCOTIA CAPITAL (USA) INC. (NEW YORK NY)
IL
05/23/2013 - 06/05/2019
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
01/14/2008 - 02/01/2013
OPPENHEIMER & CO. INC. (CHICAGO IL)
IL
06/05/2006 - 01/14/2008
CIBC WORLD MARKETS CORP. (CHICAGO IL)
IL
10/07/2004 - 06/02/2006
THINKEQUITY PARTNERS LLC (CHICAGO IL)
IL
05/10/1999 - 02/28/2003
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
NY
04/08/1999 - 05/13/1999
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 04/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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