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 Fennessey is an investment advisor representative who has been in the industry since March 10, 2011. Currently, Edward Fennessey is registered with Fidelity Personal and Workplace Advisors. Previously, Edward was also registered with Ameriprise Financial Services, Inc., TIAA-CREF Individual & Institutional Services, LLC, UBS Financial Services Inc. and UBS International Inc. Edward Fennessey is registered with the Securities and Exchange Commission as well as numerous states including Texas, Connecticut, California, and New York. Edward has passed the Series 66, SIE, and Series 7 exams. Edward Fennessey holds the Certified Financial Planner designation.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CT
11/25/2013 - 04/18/2016
AMERIPRISE FINANCIAL SERVICES, INC. (GREENWICH CT)
CT
07/01/2010 - 07/22/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (HAMDEN CT)
NJ
01/01/2010 - 06/03/2010
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
09/18/2008 - 01/01/2010
UBS INTERNATIONAL INC. (NEW YORK NY)
BOTH
Issued 11/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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