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Edward Mark Paskin

Janney Montgomery Scott LLC

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About Edward Mark Paskin

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.

Firm Information

Edward Paskin is currently registered with Janney Montgomery Scott LLC. Janney Montgomery Scott LLC is a Philadelphia-based, full-service financial services firm with over $85 billion in assets under management. Formed in 1999, the firm provides a comprehensive suite of financial advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and institutions. Janney Montgomery Scott LLC is registered with the SEC and operates in all 50 states and the District of Columbia.
Janney Montgomery Scott LLC

1717 ARCH STREET

PHILADELPHIA, PA 19103

$85.90B

Assets Under Management

2,265

Total Clients

1,570

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee plus commission

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Edward Paskin’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are 2 public disclosures for Edward Mark Paskin. Review regulatory record here.
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