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 Duffy is a financial advisor with Commonwealth Financial Network, located in Braintree, Massachusetts. Edward has been in the financial services industry since 1982. Edward works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Edward John Duffy offers financial planning, portfolio management, and educational seminars. Edward is a Certified Financial Planner and holds the Series 7, Series 6, Series 63, and Series 24 licenses. Edward has previously worked with G.R. Stuart & Company, Inc., Financial Securities Network, Inc., Investcorp, Inc., Integrated Resources Equity Corporation, Financial Consultants, Inc., and Security First Financial, 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
04/11/2001 - Present
Commonwealth Financial Network (BRAINTREE MA)
MA
03/16/1993 - 07/29/1993
G.R. STUART & COMPANY, INC. (MAYNARD MA)
NA
01/01/1990 - 03/16/1993
FINANCIAL SECURITIES NETWORK,INC.
FL
07/20/1987 - 01/01/1990
INVESTACORP, INC. (MIAMI FL)
NA
12/06/1985 - 07/31/1987
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/23/1985 - 12/05/1985
FINANCIAL CONSULTANTS, INC.
NA
07/23/1982 - 12/14/1984
SECURITY FIRST FINANCIAL, INC.
BC
Issued 04/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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