Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Felan is an investment advisor representative with over 18 years of experience in the financial services industry. Edward is currently registered with Raymond James Financial Services Advisors, Inc. and holds both a Series 7 and Series 66 license. Edward has a diverse background in the financial services industry, having previously worked with LPL FINANCIAL LLC, Waddell & Reed, and Edward Jones. Edward is a licensed investment advisor in Oregon and Texas and is committed to providing personalized financial advice to clients. Edward is also active in the community, serving as a board member for both the City of Medford and the United Way of Jackson County.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OR
05/25/2023 - Present
Raymond James Financial Services Advisors, Inc. (Medford OR)
OR
07/21/2021 - 06/12/2023
LPL FINANCIAL LLC (MEDFORD OR)
OR
12/03/2010 - 07/21/2021
WADDELL & REED (MEDFORD OR)
OR
09/14/2007 - 12/07/2010
EDWARD JONES (MEDFORD OR)
OH
05/01/2001 - 04/05/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 09/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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