Unclaimed
Edward John Tierney is a financial advisor who has been in the industry since 1989. He is currently registered with Stifel, Nicolaus & Company, Inc. in Pennsylvania and Texas. Edward has worked with Morgan Stanley for several years before joining Stifel. Edward specializes in providing financial advice to individuals, businesses, and institutions. He offers a range of services, including financial planning, portfolio management, and pension consulting.
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
PA
07/10/2020 - Present
Stifel, Nicolaus & Company, Inc. (CENTER VALLEY PA)
NJ
06/01/2009 - 02/26/2014
MORGAN STANLEY (WARREN NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WARREN NJ)
NJ
12/19/1989 - 04/02/2007
MORGAN STANLEY DW INC. (WARREN NJ)
IA
Issued 03/30/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/07/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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