Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward McLaughlin is a financial advisor based in New York, NY. Edward has been in the financial services industry since 2012. Edward is currently registered with J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC. Previously, Edward has worked with FIRST REPUBLIC SECURITIES COMPANY, LLC, SVB WEALTH ADVISORY, INC., MORGAN STANLEY SMITH BARNEY, and UBS FINANCIAL SERVICES INC. Edward McLaughlin holds FINRA Series 7, 99TO, 24, 63, 65 and 66 licenses.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
05/30/2024 - Present
J.p. Morgan Securities LLC (New York NY)
NY
07/23/2021 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
07/02/2020 - 03/15/2021
SVB WEALTH ADVISORY, INC. (New York NY)
NY
12/01/2010 - 04/30/2012
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NJ
07/30/2004 - 03/26/2008
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 03/12/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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