Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Dudley Wittenberg is an experienced financial professional with over 39 years in the industry. Edward has held numerous roles at prominent firms including Hornor, Townsend & Kent, Inc. and Equity Services, Inc. Currently, Edward works at Equity Services, Inc. where he has been since October 1994. Edward is a licensed representative registered in Florida, Louisiana, New Jersey, and New York. He has passed the Series 6, Series 7, and SIE exams. Edward primarily services high net worth individuals, pension and profit-sharing plans, and corporations or other businesses. He offers advisory services including financial planning, pension consulting, educational seminars, and portfolio management for 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.
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
NY
10/19/1994 - Present
Equity Services, Inc. (PORT JEFFERSON NY)
PA
10/03/1983 - 08/30/1994
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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