Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Waldron is a financial advisor with over 30 years of experience in the industry. Edward is registered to provide investment advice in 25 states and holds Series 7, Series 63, and Series 65 licenses. He is currently associated with Osaic Wealth, Inc. Edward has previously worked with several other firms including Investors Capital Corp. and Prime Capital Services, Inc.
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.
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MA
01/24/2025 - Present
Osaic Wealth, Inc. (Bedford MA)
MA
08/16/2002 - 03/17/2016
INVESTORS CAPITAL CORP. (BEDFORD MA)
NY
02/17/1999 - 08/26/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
IL
08/12/2002 - 08/13/2002
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
NY
02/24/1998 - 02/17/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
05/20/1996 - 02/24/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
05/20/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
03/22/1994 - 11/15/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MN
03/23/1992 - 04/07/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/23/1992 - 04/07/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/04/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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