Unclaimed
Edward Paul Deicke has been in the securities industry since January 22, 1990. Edward is currently registered with B. Riley Wealth Advisors, Inc. in Florida and New York. Edward has experience in various firms and has worked in several states. Edward holds Series 7, 63, 65 and 66 licenses and has a SIE certification. Edward is a Managing Partner of North Shore Wealth Management LLC and a member of B. Riley Wealth Insurance.
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.
1
2
FL
11/16/2021 - Present
B. Riley Wealth Advisors, Inc. (Hillsboro Beach FL)
NY
06/24/2015 - 07/22/2022
NATIONAL SECURITIES CORPORATION (PLAINVIEW NY)
NY
03/26/2010 - 06/25/2015
JHS CAPITAL ADVISORS, LLC (PLAINVIEW NY)
NY
07/15/2005 - 03/29/2010
GUNNALLEN FINANCIAL, INC (PLAINVIEW NY)
NY
09/22/1997 - 08/08/2005
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
08/12/1994 - 09/25/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/05/1991 - 08/22/1994
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
08/23/1989 - 02/01/1991
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
BOTH
Issued 11/16/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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