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 O'Grady is a financial advisor registered with Fidelity Personal And Workplace Advisors. Edward is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™ professional. Edward has been in the financial services industry since August 2015 and is registered with the state of Massachusetts, New Hampshire and Texas. Edward works with individual clients, including high-net-worth individuals, as well as corporations, charitable organizations, and pension plans. Edward is located in Littleton, MA, and is associated with the Fidelity Personal And Workplace Advisors branch office in Littleton, MA.
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.
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.
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
MA
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (LITTLETON MA)
NH
06/09/2021 - 06/28/2022
APW CAPITAL, INC. (BEDFORD NH)
NH
07/08/2015 - 05/27/2021
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 05/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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