Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward George Powell has been in the financial services industry since April 19, 1988. Edward is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since February 1988. Edward is licensed in several states and has a range of experience. Edward has completed several exams and holds several licenses including Series 63, Series 65, and Series 7, as well as the Securities Industry Essentials Examination (SIE). Edward is a well-established advisor with a history of serving clients in various sectors, including individuals, businesses, institutions, and high-net-worth individuals. Edward and the team at Merrill Lynch, Pierce, Fenner & Smith Inc. specialize in providing a variety of advisory services including portfolio management for businesses, individuals, and investment companies, as well as educational seminars and selection of other advisers.
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
AL
05/13/1988 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BIRMINGHAM AL)
IA
Issued 08/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
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
Not sure Edward Powell is the right advisor for you? Invested Better is here to help.
