Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Byrne is a financial professional with over 30 years of experience in the financial services industry. Edward has a wide range of experience, having worked at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, TD Private Client Wealth LLC, CommunityAmerica Financial Solutions, LLC and TD Ameritrade, Inc. Edward is currently registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and holds licenses in multiple states, including New Jersey and Texas. Edward's specialties include portfolio management for businesses and individuals, as well as pension consulting and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
06/15/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MONTVALE NJ)
NJ
10/14/2022 - 03/24/2023
TD PRIVATE CLIENT WEALTH LLC (RAMSEY NJ)
NY
01/27/2021 - 07/01/2021
COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC (New York NY)
NY
05/15/2018 - 01/11/2021
TD AMERITRADE, INC. (NEW YORK NY)
NY
12/15/2017 - 04/19/2018
NEW ALBION PARTNERS LLC (NEW YORK NY)
NJ
11/17/2016 - 10/12/2017
MULTI-BANK SECURITIES, INC. (Parsippany NJ)
NY
01/05/2015 - 11/21/2016
INCAPITAL LLC (New York NY)
NY
08/22/2013 - 01/05/2015
VINING SPARKS (NEW YORK NY)
NY
01/07/2013 - 08/13/2013
SIGNATURE SECURITIES (NEW YORK NY)
NY
06/28/2012 - 01/08/2013
SCOTT & STRINGFELLOW, LLC (NEW YORK NY)
NY
10/20/2004 - 04/05/2012
RAYMOND JAMES & ASSOCIATES, INC. (NEW YORK CITY NY)
CT
05/07/2004 - 11/11/2004
ADVEST, INC. (HARTFORD CT)
FL
08/09/2000 - 05/21/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MO
01/16/1998 - 08/09/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
07/20/1988 - 12/18/1997
SMITH BARNEY INC. (NEW YORK NY)
NA
10/20/1983 - 10/20/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 6/6/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/16/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/7/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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