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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 an experienced financial advisor with over 35 years in the industry. Edward Perkins has held leadership roles at several prominent financial institutions, including UBS Financial Services Inc. and Gilford Securities Incorporated. Currently, Edward Perkins is registered with Morgan Stanley in Purchase, New York. Edward Perkins has a broad range of experience and expertise, holding several licenses including Series 7, 9, 10, 24, 27, 4, 63 and 66.
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
Morgan Stanley (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 04/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/17/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/27/1995
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/31/1993
Series 4 - Registered Options Principal Examination
BC
Issued 09/28/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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