Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward O'Connell is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since September 7, 1995. Edward is registered to provide investment advice in New York and Texas. Edward previously worked at James E. Coffey Securities, Inc., W.J. Blum & Sons, LLC, Oppenheimer & Co. Inc., Abel/Noser Corp., Princeton Securities Group, Inc., Quintin Group, LLC, O'Connell, Edward Michael, Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities Inc., and Adler Coleman & Co., Inc. Edward holds the following securities licenses: Series 7, Series 24, Series 55 and Series 63. Edward is also registered with FINRA and the Securities and Exchange Commission.
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.
Asset allocation services
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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NY
04/15/2021 - Present
Ameriprise Financial Services, LLC (Garden City NY)
NY
02/25/2015 - 06/29/2015
JAMES E. COFFEY SECURITIES, INC. (NEW YORK NY)
NY
07/16/2014 - 02/25/2015
W.J. BLUM & SONS, LLC (GARDEN CITY NY)
NY
07/08/2010 - 08/01/2012
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
07/16/2008 - 07/08/2010
ABEL/NOSER CORP. (NEW YORK NY)
NY
02/23/2006 - 06/02/2008
PRINCETON SECURITIES GROUP, INC. (NEW YORK NY)
NY
07/06/2005 - 02/16/2006
QUINTIN GROUP, LLC (NEW YORK NY)
NY
04/04/2005 - 05/05/2005
O'CONNELL, EDWARD MICHAEL (NEW HYDE PARK NY)
NY
06/01/1999 - 03/24/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/08/1993 - 05/18/1999
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
03/04/1992 - 10/05/1994
ADLER COLEMAN & CO., INC. (NEW YORK NY)
BC
Issued 03/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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