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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Lurie Marx has been in the financial services industry since March 19, 1990 and is currently registered as a broker-dealer and an investment adviser representative with Morgan Stanley. Edward Lurie Marx is a registered representative with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Edward Lurie Marx previously worked for UBS Financial Services Inc., Fahnestock & Co. Inc., CIBC World Markets Corp., Smith Barney Inc., and Lehman Brothers Inc. Edward Lurie Marx holds Series 63, 65, 7 and SIE licenses and specializes in providing financial planning, asset allocation advice, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NY
02/09/2012 - Present
Morgan Stanley (New York NY)
NJ
01/31/2003 - 01/30/2012
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/03/2003 - 02/03/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
11/03/1997 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
07/31/1993 - 11/17/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
03/20/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 11/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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