Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Ledwith is a registered representative with Oppenheimer & Co. Inc. He is currently registered with the state of New York and holds Series 79TO, SIE and Series 63 licenses. He is a specialist in securities, corporate finance and investment banking. Edward has been in the financial services industry since February 26, 2023.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
02/27/2023 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
BC
Issued 02/10/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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