Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Hatfield is a financial advisor at Osaic Wealth, Inc. with 37 years of experience in the industry. Edward Hatfield is registered with FINRA and holds the Series 63, SIE and Series 7 licenses. Edward Hatfield has been a registered representative at Osaic Wealth, Inc. since January 19, 2024. Prior to joining Osaic Wealth, Inc., Edward Hatfield was affiliated with Woodbury Financial Services, Inc., Capital Analysts, Incorporated, Walnut Street Securities, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Investacorp, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
01/19/2024 - Present
Osaic Wealth, Inc. (LANSDALE PA)
PA
01/04/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LANSDALE PA)
PA
12/14/2004 - 12/31/2006
CAPITAL ANALYSTS, INCORPORATED (LANSDALE PA)
CA
07/09/1997 - 12/14/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IN
01/09/1992 - 07/08/1997
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/09/1992 - 07/08/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
FL
08/23/1988 - 10/14/1991
INVESTACORP, INC. (MIAMI FL)
NY
06/25/1986 - 08/26/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 07/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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