Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Sherwood is a financial advisor with over 30 years of experience in the industry. Edward James deardon Sherwood is currently registered with Janney Montgomery Scott LLC and has been with the firm since 2001. Edward has held various positions within the financial services industry throughout his career. Edward is a licensed securities professional holding a Series 7, 9, 10, 31, 63, and 65 license. He has also been registered in a number of states as both a broker-dealer and an investment advisor. Edward specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
Fee plus commission
1
2
PA
02/09/2018 - Present
Janney Montgomery Scott LLC (YARDLEY PA)
NY
07/10/1998 - 06/05/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NC
04/21/1992 - 07/16/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
11/03/1987 - 04/24/1992
LEGG MASON WOOD WALKER, INCORPORATED
MD
05/21/1985 - 04/24/1992
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
NA
08/27/1984 - 05/21/1985
COLLINGS LEGG MASON, INC.
NA
10/19/1983 - 07/20/1984
FIRST JERSEY SECURITIES, INC.
IA
Issued 11/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/10/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Edward Sherwood is the right advisor for you? Invested Better is here to help.
