Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Thomas Lehr is a financial advisor at UBS Financial Services Inc. Edward has been in the industry since 1998 and has been registered with UBS Financial Services Inc. since 2006. Edward has a wide range of experience in the financial services industry, having previously worked for BANC of America Investment Services, INC., QUICK & REILLY, INC., CHASE INVESTMENT SERVICES CORP., and FIRST UNION BROKERAGE SERVICES, INC. Edward is licensed to sell securities in New Jersey. Edward has also passed the Series 7, Series 10, Series 9, Series 24, Series 63, Series 65, and Series 66 exams. Edward is a licensed investment advisor representative.
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.
See schedule d - miscellaneous
1
2
NJ
03/03/2006 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NJ
10/20/2004 - 01/03/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (FORT LEE NJ)
NY
09/13/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
IL
04/12/2004 - 09/09/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NJ
03/24/2000 - 04/22/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NC
12/16/1998 - 03/22/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NJ
08/25/1998 - 10/14/1998
NORI, HENNION, WALSH, INC. (PARSIPPANY NJ)
IA
Issued 12/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2011
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/06/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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