Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Francis Dunphy is a financial advisor with Mercer Global Advisors Inc., a firm with over 400 advisors and $45 billion in assets under management. Edward has been a registered advisor since 2004 and has a wide range of experience in the financial services industry. Edward is licensed in multiple states, including Colorado, Connecticut, Delaware, Massachusetts, New Hampshire, New York, Pennsylvania, and Rhode Island. Edward specializes in portfolio management, financial planning, and estate planning, and is committed to providing clients with personalized, high-quality financial advice. Edward's experience and expertise make him a valuable asset to Mercer Global Advisors Inc. and its clients.
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.
Trust services, estate planning, tax return preparation, consultation
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.
A percentage of the total value of assets under management is charged.
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2
NY
02/18/2021 - Present
Mercer Global Advisors Inc. (NEW YORK NY)
NY
03/16/2011 - 01/11/2021
TD AMERITRADE, INC. (NEW YORK NY)
NY
04/29/2009 - 02/24/2011
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
NY
09/23/2004 - 04/15/2009
AMERIPRISE FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
MN
09/23/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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