Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Mezzacappa is a financial advisor registered with TD Private Client Wealth LLC, having joined the firm in October 2024. Before that, Edward was a financial advisor at First Standard Financial Company LLC in Red Bank, New Jersey. Edward has been in the industry since February 1994 and holds several licenses and certifications. Edward has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Edward provides a range of financial services, including financial planning, portfolio management, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
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2
NY
11/04/2024 - Present
TD Private Client Wealth LLC (NEW YORK NY)
NJ
01/26/2018 - 06/26/2019
FIRST STANDARD FINANCIAL COMPANY LLC (RED BANK NJ)
NY
11/04/2013 - 11/29/2017
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
NY
08/09/2011 - 10/21/2013
CAPITAL ONE INVESTMENT SERVICES LLC (BROOKLYN NY)
NY
01/26/2011 - 08/12/2011
ALLSTATE FINANCIAL SERVICES, LLC (BROOKLYN NY)
NY
06/17/2008 - 02/04/2011
GENWORTH FINANCIAL SECURITIES CORPORATION (STATEN ISLAND NY)
NY
03/02/2001 - 06/19/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (STATEN ISLAND NY)
IL
09/18/1996 - 03/07/2001
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NA
03/04/1996 - 09/18/1996
CHEMICAL INVESTMENT SERVICES CORP.
VA
02/21/1995 - 01/29/1996
GNA SECURITIES, INC. (GLEN ALLEN VA)
MA
05/24/1993 - 09/07/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/24/1993 - 09/07/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 10/31/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2001
Series 24 - General Securities Principal Examination
BC
Issued 05/17/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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