Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Matthew Farley is a financial advisor at Wells Fargo Clearing Services, LLC in Doylestown, Pennsylvania. Edward has been in the financial services industry since 1991. Edward has experience in providing financial advice to a variety of clients, including high net worth individuals, corporations, and retirement plans. Edward holds the Series 6, 7, 63 and 66 securities licenses, and the SIE exam. Edward has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice that helps them achieve their financial goals. Edward has previously worked with First Union Brokerage Services, Inc., Liberty Securities Corporation, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and PML Securities Company.
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.
Investment consulting services to institutional clients
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.
1
2
PA
06/26/2003 - Present
Wells Fargo Clearing Services, LLC (DOYLESTOWN PA)
NC
05/01/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
04/01/1996 - 05/01/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IN
11/20/1992 - 04/01/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/20/1992 - 04/01/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
DE
11/16/1990 - 10/08/1991
PML SECURITIES COMPANY (NEWARK DE)
BOTH
Issued 10/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Edward Farley is the right advisor for you? Invested Better is here to help.
