Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Howard Perkins is a financial professional with over 38 years of experience in the industry. Edward is a registered representative of Wealthpenn.comllc and is licensed to provide investment advice in Connecticut, Florida, New York and Texas. Edward was previously employed at UBS Financial Services Inc. Edward holds a Series 63 and 66 license and Series 4, 9, 10, 24 and 27 Principal licenses. Edward also holds the Series 7 and SIE licenses. Edward is licensed to provide investment advice to a range of clients, including individuals, businesses, investment companies, insurance companies, pension and profit-sharing plans, and charitable organizations.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
08/07/2009 - Present
Wealthpenn.comllc (Purchase NY)
CT
04/28/2003 - 08/18/2009
UBS FINANCIAL SERVICES INC. (GREENWICH CT)
NY
05/04/1989 - 04/30/2003
GILFORD SECURITIES INCORPORATED (NEW YORK NY)
NA
09/02/1988 - 05/04/1989
RODECKER & COMPANY, INVESTMENT BROKERS, INC.
NA
10/04/1984 - 08/27/1988
GILFORD SECURITIES INCORPORATED
BOTH
Issued 4/9/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/10/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 3/17/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/27/1995
Series 27 - Financial and Operations Principal Examination
BC
Issued 8/31/1993
Series 4 - Registered Options Principal Examination
BC
Issued 9/28/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Edward Perkins is the right advisor for you? Invested Better is here to help.
Copyright 2024 Invested Better
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.
