Unclaimed
Edward Mark Cracchiolo is a financial professional with over 17 years of experience in the financial services industry. Edward has a strong track record of providing comprehensive financial advice to individuals, families, and businesses. He has a wide range of experience in investments, financial planning, and portfolio management. Edward is currently registered with Oppenheimer & Co. Inc. and has previously held positions at Cantor Fitzgerald & Co., Gleacher & Company Securities, Inc., and DWS Investments Distributors, Inc. Edward is committed to providing his clients with personalized and professional service, and helping them achieve their financial goals.
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.
1
2
NY
05/10/2024 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
10/15/2012 - 03/20/2024
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
01/05/2009 - 10/10/2012
GLEACHER & COMPANY SECURITIES, INC. (NEW YORK NY)
NY
02/20/2007 - 12/26/2008
DWS INVESTMENTS DISTRIBUTORS, INC (NEW YORK NY)
BC
Issued 04/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2008
Series 3 - National Commodity Futures Examination
BC
Issued 02/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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