Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward J. Oesterle is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Edward has been working in the securities industry since September 13, 2009 and has been registered with the firm since January 2013. Edward has also been employed by Bank of America, N.A. since July 2011. Edward J. Oesterle is also a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Edward has been working in the investment advisory industry since August 1, 1997 and has been registered with the firm since January 2013. Previously, Edward was registered with UST Financial Services Corp. Edward has Series 6, 7, 63 and 66 licenses and the SIE designation.
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
NY
04/19/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MELVILLE NY)
NY
08/01/1997 - 08/31/2001
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
BOTH
Issued 06/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1997
Series 6 - Investment Company Products/Variable Contracts 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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