Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward McCarthy is a financial advisor with Janney Montgomery Scott LLC. Edward has been working in the financial industry since 1982. Edward holds several licenses and certifications including Series 7, Series 6, Series 22, Series 63, Series 24, Series 53 and Series 65. Edward has experience with various types of clients including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses and state or municipal government entities. Edward provides financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for businesses and individuals.
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.
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.
Fee plus commission
1
2
NJ
12/17/2010 - Present
Janney Montgomery Scott LLC (BEDMINSTER NJ)
NY
12/16/1991 - 11/25/1998
M.S. FARRELL & COMPANY, INC. (SYOSSET NY)
NY
03/13/1989 - 12/16/1991
D. H. BLAIR & CO., INC. (NEW YORK NY)
NA
02/22/1986 - 03/29/1989
SHEARSON LEHMAN HUTTON INC.
NA
12/10/1982 - 02/20/1986
IDS MARKETING CORPORATION
NA
12/10/1982 - 02/19/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 12/07/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/24/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/10/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/09/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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