Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Blumenthal is a financial advisor with over 39 years of experience in the industry. He is currently registered with Janney Montgomery Scott LLC in West Hartford, CT. Prior to that, Edward worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Advest, Inc. Edward holds a variety of licenses and certifications, including Series 7, 9, 10, 31, 63, and 65. He is also a registered principal. Edward's areas of specialization include financial planning, portfolio management, pension consulting, and educational seminars. He has a proven track record of success in helping clients achieve their financial goals.
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
CT
03/10/2021 - Present
Janney Montgomery Scott LLC (WEST HARTFORD CT)
CT
03/08/2006 - 10/04/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST HARTFORD CT)
CT
11/26/2004 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
NY
01/21/1997 - 12/06/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CT
05/23/1984 - 02/05/1997
ADVEST, INC. (HARTFORD CT)
IA
Issued 04/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/21/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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