Unclaimed
Edward Skibicki is a registered investment advisor with Cadaret, Grant & Co., Inc. located in Brielle, NJ. Edward has been in the industry since 1996. Edward currently holds licenses in New Jersey, Texas and several other states. Edward's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated, Dean Witter Reynolds Inc. and Commonwealth Associates. Edward specializes in financial planning, pension consulting, educational seminars and selection of other advisors. Edward offers services to businesses, individuals, trusts, charitable organizations, and pensions. Edward has a Series 7, Series 31, Series 63, Series 65, and SIE license.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
12/21/2022 - Present
Cadaret, Grant & CO., Inc. (Brielle NJ)
NJ
07/03/2000 - 12/19/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANASQUAN NJ)
NY
07/17/1996 - 07/13/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
11/03/1995 - 04/23/1996
COMMONWEALTH ASSOCIATES (NEW YORK NY)
IA
Issued 07/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 11/02/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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