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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 Jay Meeuwsen is a financial advisor in the Grand Rapids, MI area and has been in the industry since December 22, 1970. Edward is registered with Morgan Stanley and has been with the firm since June 1, 2009. Edward also has previous registrations with firms including CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., and E. F. HUTTON & COMPANY INC. Edward has a strong track record of providing financial advice to individuals, corporations, and other entities. Edward has passed both the Series 63 and Series 66 exams, along with the Series 7TO, SIE, Series 5, PC and Series 1 exams.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
03/26/2020 - Present
Morgan Stanley (Grand Rapids MI)
MI
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GRAND RAPIDS MI)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/03/1971 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
12/22/1970 - 04/22/1971
GOODBODY & CO INCORPORATED
BOTH
Issued 09/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/31/1977
PC - AMEX Put and Call Exam
BC
Issued 12/09/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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