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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 John Pustelak, Jr. is a financial advisor with over 37 years of experience in the financial services industry. Edward John Pustelak, Jr. is currently registered with UBS Financial Services Inc. and has been with the firm since November 2008. Edward John Pustelak, Jr. is also a registered Investment Advisor Representative in Michigan. Prior to joining UBS Financial Services Inc., Edward John Pustelak, Jr. was registered with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Leonard & Company, Paine Webber Incorporated and Hamilton Investments, Inc. Edward John Pustelak, Jr. holds Series 7, Series 63, Series 65, and SIE licenses and is a registered representative in Arizona, California, Florida, Illinois, Michigan, New York, Ohio, Pennsylvania, and Washington.
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.
See schedule d - miscellaneous
1
2
MI
08/11/2011 - Present
UBS Financial Services Inc. (BIRMINGHAM MI)
MI
04/02/2007 - 11/10/2008
MORGAN STANLEY & CO. INCORPORATED (BIRMINGHAM MI)
MI
11/27/1996 - 04/02/2007
MORGAN STANLEY DW INC. (BIRMINGHAM MI)
MI
03/07/1996 - 11/06/1996
LEONARD & COMPANY (TROY MI)
NJ
03/17/1994 - 01/11/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
01/07/1993 - 03/16/1994
HAMILTON INVESTMENTS, INC.
NY
06/17/1991 - 12/08/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MI
02/09/1990 - 06/13/1991
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
NY
11/16/1988 - 02/23/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
07/28/1987 - 11/22/1988
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
04/12/1984 - 07/11/1987
E. F. HUTTON & COMPANY INC
NA
02/23/1984 - 04/17/1984
FAHNESTOCK & CO.
IA
Issued 08/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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