Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Nabhan is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Edward has been in the industry for over 40 years and is licensed in several states including Florida, Texas, Connecticut and Rhode Island. Edward has a strong track record of providing investment advice and wealth management services to a wide range of clients, including individuals, families, businesses, and institutions.
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
MA
04/29/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
MA
06/01/2009 - 05/13/2016
MORGAN STANLEY (BOSTON MA)
MA
06/20/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
02/14/1990 - 07/02/2008
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
NY
02/15/1988 - 02/08/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
07/24/1980 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 12/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1980
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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