Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Mitchel Goldner is an investment advisor representative with J.p. Morgan Securities LLC. Edward has over 26 years of experience in the financial services industry. Edward has been with J.p. Morgan Securities LLC since 2012. Prior to that, Edward was a registered representative with CHASE INVESTMENT SERVICES CORP., MORGAN STANLEY DW INC., GLENN MICHAEL FINANCIAL, INC., NEW TIMES SECURITIES SERVICES, INC., SALOMON SMITH BARNEY INC., FIRST AMERICAN EQUITIES, INC., MEYERS POLLOCK ROBBINS, INC., and LANDMARK INTERNATIONAL EQUITIES. Edward holds the Series 7, Series 24, Series 63, and Series 65 licenses. Edward is registered to provide investment advisory services in Arizona, Arkansas, California, Connecticut, Delaware, District of Columbia, Florida, Indiana, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia, and Washington.
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
09/20/2013 - Present
J.p. Morgan Securities LLC (LAKE GROVE NY)
NY
12/09/2002 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (STONY BROOK NY)
NY
03/26/2001 - 12/10/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
02/24/2000 - 04/17/2001
GLENN MICHAEL FINANCIAL, INC. (MELVILLE NY)
NY
12/09/1999 - 02/16/2000
NEW TIMES SECURITIES SERVICES, INC. (MELVILLE NY)
NY
10/19/1998 - 12/17/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
FL
12/16/1997 - 10/14/1998
FIRST AMERICAN EQUITIES, INC. (FT LAUDERDALE FL)
NY
01/10/1997 - 12/16/1997
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
NY
11/05/1996 - 12/10/1996
LANDMARK INTERNATIONAL EQUITIES (WESTBURY NY)
IA
Issued 04/09/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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