Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward F. Heard is a registered representative with Pennhaven Brokerage Partners, LLC. Edward has been in the financial services industry since August 5, 2018 and has held prior positions with W&S Brokerage Services, Inc. and NYLIFE Securities LLC. Edward holds FINRA Series 6, 7, 63, 66, and SIE licenses and is registered in Connecticut, North Carolina, Pennsylvania, South Carolina, Utah, and West Virginia.
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.
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.
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2
WV
05/26/2021 - Present
Pennhaven Brokerage Partners, LLC (Lewisburg WV)
PA
08/06/2019 - 11/10/2020
W&S BROKERAGE SERVICES, INC. (WAYNE PA)
PA
12/19/2017 - 07/02/2019
NYLIFE SECURITIES LLC (HORSHAM PA)
BC
Issued 11/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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