Unclaimed
Edward Paskin is an investment advisor representative with Janney Montgomery Scott LLC. Edward has been in the industry since November 5, 1992. Edward is registered with the following securities authorities: Florida, New Jersey, New York, North Carolina, Pennsylvania, Tennessee, and Texas. Edward's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., UBS Financial Services Inc., Prudential Securities Incorporated, and Dean Witter Reynolds Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
FL
04/09/2018 - Present
Janney Montgomery Scott LLC (Boca Raton FL)
FL
11/05/2010 - 04/10/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
FL
06/01/2009 - 12/02/2010
MORGAN STANLEY SMITH BARNEY (PLANTATION FL)
FL
04/11/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PLANTATION FL)
FL
01/03/2003 - 04/29/2008
UBS FINANCIAL SERVICES INC. (FT. LAUDERDALE FL)
NY
01/19/2001 - 01/06/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/19/1998 - 01/23/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
11/06/1992 - 10/22/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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