Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward John Curley is a financial advisor registered with Wells Fargo Clearing Services, LLC. Edward has been in the industry since October 1991 and has held several industry certifications. Edward is a Certified Financial Planner and also holds Series 3, 7, 9, 10, and 63 licenses. Edward has experience in various investment advisory services including investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for individuals and businesses. Edward is currently registered in 41 states and has 4 other business activities including serving as a successor trustee.
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.
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.
Investment consulting services to institutional 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
01/27/2016 - Present
Wells Fargo Clearing Services, LLC (ONEONTA NY)
NY
10/02/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ONEONTA NY)
BC
Issued 10/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/31/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2005
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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