Unclaimed
Edward Janisch is a financial advisor with Moelis & Co. LLC. Edward is a registered representative in California. Edward has over 10 years of experience in the financial industry. Edward has held previous roles at J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Edward is committed to providing clients with personalized financial advice and helping them reach 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.
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.
1
2
CA
07/18/2020 - Present
Moelis & Co. LLC (LOS ANGELES CA)
CA
01/02/2015 - 10/13/2016
J.P. MORGAN SECURITIES LLC (PASADENA CA)
CA
08/16/2013 - 11/21/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROSEVILLE CA)
BC
Issued 03/22/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/13/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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