Unclaimed
Edward Clissold is a registered Investment Advisor Representative with Ned Davis Research, Inc. in Sarasota, Florida. He is a Chartered Financial Analyst and has been in the industry since 1999. Edward's primary focus is on the investment advisory services and research for Ned Davis Research, Inc. He is active in Florida. Edward has a Series 7 license. Edward previously worked for J.C. Bradford & Co in New York, NY.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Issues charts, graphs, etc & customized research, model portfolio services
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.
Ndr receives bps on other ia's aum using ndr models
1
2
FL
05/21/2012 - Present
NED Davis Research, Inc. (SARASOTA FL)
NY
01/02/2000 - 07/06/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 12/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Edward Clissold is the right advisor for you? Invested Better is here to help.