Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Kelleher is a financial advisor at Cetera Investment Advisers LLC, where he has been working since June 2023. Edward has been working in the industry since 1998 and has a broad range of experience in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Edward has a strong track record of success in helping clients achieve their financial goals and is committed to providing his clients with personalized financial advice.
CLIFFWOOD, NJ
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.
A percentage of the total value of assets under management is charged.
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NJ
06/29/2023 - Present
Cetera Investment Advisers LLC (CLIFFWOOD NJ)
NJ
03/10/2011 - 09/04/2013
METLIFE SECURITIES INC. (SOMERSET NJ)
NJ
03/10/2011 - 09/04/2013
NEW ENGLAND SECURITIES (SOMERSET NJ)
NJ
04/05/2006 - 09/04/2013
TOWER SQUARE SECURITIES, INC. (SOMERSET NJ)
NJ
04/05/2006 - 09/03/2013
WALNUT STREET SECURITIES, INC. (SOMEREST NJ)
NJ
04/05/2006 - 04/29/2010
NEW ENGLAND SECURITIES (ISELIN NJ)
NJ
11/22/2000 - 04/29/2010
METLIFE SECURITIES INC. (ISELIN NJ)
NJ
11/22/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)
NJ
08/06/1997 - 01/31/2000
COPELAND EQUITIES, INC. (SOMERSET NJ)
IA
Issued 8/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/16/2011
Series 4 - Registered Options Principal Examination
BC
Issued 8/26/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 7/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 8/4/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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