Unclaimed
Edward Girard Janansky is a financial advisor with over 40 years of experience in the industry. Edward is currently registered with Wells Fargo Clearing Services, LLC, and has previously held positions at Morgan Stanley, UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bache & Co Incorporated. Edward is a licensed investment advisor representative in New Jersey and Texas. Edward holds the Series 7, Series 63, Series 65, and SIE licenses. Edward also holds other business interests in Wildflower Associates, LLC. Edward's primary focus is on providing investment consulting services to institutional clients as well as portfolio management services for both individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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
NJ
11/08/2019 - Present
Wells Fargo Clearing Services, LLC (LINWOOD NJ)
NJ
06/01/2009 - 11/11/2019
MORGAN STANLEY (NORTHFIELD NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NORTHFIELD NJ)
NJ
11/03/2006 - 04/02/2007
MORGAN STANLEY DW INC. (NORTHFIELD NJ)
NJ
12/13/1993 - 11/14/2006
UBS FINANCIAL SERVICES INC. (NORTHFIELD NJ)
NY
05/06/1980 - 11/18/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
09/16/1977 - 06/02/1980
BACHE HALSEY STUART SHIELDS INCORPORATED
NA
08/27/1976 - 09/16/1977
BACHE HALSEY STUART INC.
NA
05/20/1976 - 08/27/1976
BACHE & CO INCORPORATED
IA
Issued 08/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1980
PC - AMEX Put and Call Exam
BC
Issued 05/15/1976
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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