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 Mooney is a financial professional with over 27 years of experience in the financial services industry. Edward has a broad background in financial advising and specializes in providing investment advice to high-net-worth individuals, corporations, and businesses. Edward is currently registered with Equitable Advisors, LLC as a Registered Representative and Investment Adviser Representative. Edward is also registered as an Investment Adviser Representative in Pennsylvania. Prior to joining Equitable Advisors, LLC, Edward was a financial advisor with Susquehanna Financial Group, LLLP for over a decade. Edward has held various positions in the financial services industry, including positions at Nova Capital Markets, LLC, Susquehanna Capital Group, and Susquehanna Brokerage, L.P. Edward has a strong commitment to providing personalized and comprehensive financial planning services to his clients.
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.
A percentage of the total value of assets under management is charged.
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2
PA
07/03/2024 - Present
Equitable Advisors, LLC (CONSHOHOCKEN PA)
PA
11/11/2010 - 04/25/2024
SUSQUEHANNA FINANCIAL GROUP, LLLP (BALA CYNWYD PA)
PA
02/24/2009 - 08/30/2010
NOVA CAPITAL MARKETS, LLC (WEST CONSHOHOCKEN PA)
PA
09/18/2000 - 02/26/2009
SUSQUEHANNA FINANCIAL GROUP, LLLP (BALA CYNWYD PA)
PA
01/10/2001 - 09/12/2007
SUSQUEHANNA CAPITAL GROUP (BALA CYNWYD PA)
NY
05/02/2001 - 07/22/2001
SUSQUEHANNA BROKERAGE, L.P. (NEW YORK NY)
PA
04/30/1999 - 03/21/2000
STRIKE TECHNOLOGIES LLC (PHILADELPHIA PA)
NY
06/14/1994 - 11/03/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
01/14/1993 - 06/09/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
07/21/1992 - 12/17/1992
D. H. BLAIR & CO., INC. (NEW YORK NY)
IA
Issued 01/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2001
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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