Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Joseph Budd Jr. is a financial professional with over 29 years of experience in the securities industry. Edward has worked with Charles Schwab & Co., Inc. since 2022 and is currently registered with Charles Schwab & Co., Inc. in Saratoga Springs, NY. Edward holds licenses for Series 63, 65, 7, 9 and 10. He is a licensed Investment Advisor Representative in New York. Edward has a strong track record of providing comprehensive financial planning services, and specializes in providing advice to a broad range of clientele, including both high and low net worth individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NY
04/01/2024 - Present
Charles Schwab & CO., Inc. (Saratoga Springs NY)
NY
01/26/2022 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Albany NY)
NY
02/26/2018 - 12/20/2023
TD AMERITRADE, INC. (Albany NY)
NY
06/02/2009 - 02/26/2018
SCOTTRADE, INC. (LATHAM NY)
NY
06/04/2008 - 05/19/2009
BANCNORTH INVESTMENT GROUP, INC. (CLIFTON PARK NY)
NY
01/08/2008 - 04/22/2008
AQUARIUS FUND DISTRIBUTORS, LLC (ALBANY NY)
NY
05/07/1997 - 12/10/2007
CHARLES SCHWAB & CO., INC. (ALBANY NY)
NY
07/17/1995 - 01/30/1997
THE FAMILY INVESTMENT SERVICES CO., INC. (TROY NY)
NY
09/17/1993 - 07/03/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/02/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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