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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Kearney is a financial advisor with over 30 years of experience in the financial services industry. Edward currently works for Chequers Financial Management LLC. Edward previously worked for MBSC Securities Corporation, Mercer Allied Company, L.P., and MML Investors Services, Inc.. Edward is a Chartered Financial Consultant and holds Series 6, 7, 24, 63, and 66 licenses. Edward's specializations include retirement planning, estate planning, and investment management. Edward specializes in working with high-net-worth individuals, families, and charitable organizations. Chequers Financial Management LLC offers a range of financial advisory services to clients, including financial planning, portfolio management, and wealth transfer planning. The firm has a strong focus on serving high-net-worth individuals and families.
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.
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.
Highly-tailored family office, estate, tax, wealth transfer, and strategic financial consulting to ultra high net worth clients
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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ID
01/01/2025 - Present
Chequers Financial Management LLC (MERIDIAN ID)
CA
11/15/2013 - 12/31/2015
MBSC SECURITIES CORPORATION (NEWPORT BEACH CA)
CA
10/03/2000 - 12/08/2011
MERCER ALLIED COMPANY, L.P. (IRVINE CA)
MA
09/23/1988 - 06/23/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 04/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2010
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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