Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Hunter McCay is a financial advisor with Ameriprise Financial Services, LLC, based in Red Bank, NJ. Edward has over 19 years of experience in the financial services industry. Edward has been registered with Ameriprise since 2013, previously working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and LPL Financial LLC. Edward is a Series 6, 7, 26, 63, and 65 licensed professional. Edward has a broad range of experience and specialties, including asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Asset allocation services
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.
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2
NJ
03/03/2023 - Present
Ameriprise Financial Services, LLC (Red Bank NJ)
NJ
09/08/2017 - 03/06/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANASQUAN NJ)
NJ
05/16/2013 - 09/14/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Manasquan NJ)
NJ
08/18/2009 - 05/28/2013
LPL FINANCIAL LLC (MANASQUAN NJ)
NJ
09/15/2004 - 08/18/2009
FIRST INVESTORS CORPORATION (WOODBRIDGE NJ)
IA
Issued 09/01/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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