Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Dorsey is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the industry for more than 7 years and holds a wide array of licenses, including Series 7, 9, 10, 63, 65, 99 and SIE. Edward has a strong track record of providing financial advice and investment management to individuals and businesses. Edward has worked with a variety of clients, including high-net-worth individuals, corporations, and institutional investors. Edward's expertise includes portfolio management, financial planning, and retirement planning. He is committed to providing his clients with personalized service and tailored solutions to meet 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NJ
09/30/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
PA
03/30/2020 - 08/20/2021
OPPENHEIMER & CO. INC. (JENKINTOWN PA)
PA
07/16/2018 - 01/23/2020
LINCOLN INVESTMENT (Fort Washington PA)
PA
07/27/2016 - 06/02/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE PA)
PA
08/02/2014 - 03/28/2016
PACER FINANCIAL, INC. (PAOLI PA)
IA
Issued 08/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/19/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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