Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward G. Naylor is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Edward has been in the industry for over 20 years. Edward is registered in multiple states, including California, Connecticut, Florida, New Jersey, and Texas. Edward has a broad range of experience, having worked with a variety of clients, including individuals, businesses, and institutions. Edward specializes in providing investment advice and portfolio management services. Edward is committed to providing personalized service and helping clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CT
11/05/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DARIEN CT)
NY
10/08/2001 - 02/12/2003
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 11/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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