Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Flynn is a financial advisor registered in 44 states. Edward has been in the industry for over 30 years, beginning in 1989. Edward is currently registered with Trident Advisors LLC and has been with the firm since 2000. Trident Advisors LLC provides financial planning and portfolio management services to individuals. The firm has a total of 34 clients with assets under management totaling $14,488,111. Edward also holds the Series 7, 63, 65 and 24 licenses and the SIE certification.
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.
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.
Receive a portion of wrap fee paid to third party advisors
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2
NY
01/15/2013 - Present
Trident Advisors LLC (WOODBURY NY)
NJ
02/04/1998 - 05/23/2000
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NY
12/23/1996 - 02/15/1998
COMPREHENSIVE CAPITAL CORP. (GREAT NECK NY)
NY
02/08/1996 - 01/01/1997
R.T.G. RICHARDS AND COMPANY, INC. (GARDEN CITY NY)
NY
02/06/1995 - 02/12/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
11/11/1993 - 02/16/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
06/11/1991 - 11/30/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/02/1990 - 07/01/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
06/20/1989 - 05/17/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
01/09/1989 - 06/27/1989
BEAR, STEARNS & CO. INC.
IA
Issued 10/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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