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 McNicholas is an investment advisor representative at Valley Forge Investment Consultants, Inc., located in Audubon, PA. Edward has been in the financial services industry since July 4, 1998. Edward holds the Series 6, 7, 63 and 65 securities licenses. In addition to his current role at Valley Forge Investment Consultants, Inc., Edward has previously worked at VFIC Securities, Inc., Walnut Street Securities, Inc., Pruco Securities Corporation, and The Prudential Insurance Company of America. Edward specializes in working with individuals, businesses, pension and profit sharing plans, and charitable organizations.
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.
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
PA
12/02/2016 - Present
Valley Forge Investment Consultants, Inc. (AUDUBON PA)
PA
07/07/2000 - 06/28/2013
VFIC SECURITIES, INC. (KING OF PRUSSIA PA)
CA
05/24/1999 - 01/18/2000
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NJ
10/22/1990 - 02/26/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/22/1990 - 02/26/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 02/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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