Unclaimed
Edward Harold Gardner is a financial advisor at Cutter & Company, Inc. with over 30 years of experience in the financial services industry. Edward has worked with a variety of clients, including high net worth individuals, corporations, and charitable organizations. His areas of expertise include financial planning, portfolio management, and selection of other advisors. Edward is licensed to provide advisory services in 12 states and is also registered with FINRA. Edward is a graduate of the University of Connecticut. He holds a Series 7, Series 31, and Series 63 license, as well as the SIE exam. Edward has also completed the Uniform Investment Adviser Law Examination.
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.
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.
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2
MO
01/31/2023 - Present
Cutter & Company, Inc. (BALLWIN MO)
NY
10/31/2007 - 10/17/2014
JANNEY MONTGOMERY SCOTT LLC (ALBANY NY)
NY
05/09/1997 - 11/05/2007
A. G. EDWARDS & SONS, INC. (LAKE PLACID NY)
NY
02/18/1993 - 05/20/1997
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
09/11/1991 - 03/11/1993
HANOVER, STERLING & COMPANY LTD. (NEW YORK NY)
NY
05/22/1991 - 10/21/1991
D. H. BLAIR & CO., INC. (NEW YORK NY)
IA
Issued 05/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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