Unclaimed
Edward Fernberger is a financial advisor at Raymond James & Associates, Inc. Edward has been in the financial services industry since November 7, 1972, and has been registered with Raymond James & Associates, Inc. since February 19, 2016. Edward is licensed to offer securities and investment advisory services in 25 states, including Pennsylvania, Texas, and California. Edward also has Series 7, Series 63, Series 66, and Series 1 licenses. Edward's previous experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Advest, Inc.
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
PA
05/26/2017 - Present
Raymond James & Associates, Inc. (Doylestown PA)
PA
03/08/2006 - 02/26/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JENKINTOWN PA)
CT
11/08/1972 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1977
PC - AMEX Put and Call Exam
BC
Issued 10/30/1972
Series 1 - Registered 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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