Unclaimed
Edward Gormley is a financial advisor with LPL Financial LLC. Edward has been working in the financial services industry since 1990. Edward has a wide range of experience and expertise, including financial planning, portfolio management, and investment advisory services. Edward has a Series 7, Series 24, and Series 63 license and is a Certified Financial Planner. Edward is also a member of the Cumberland County Bar Foundation. Edward is committed to helping his clients achieve their financial goals. Edward has worked previously with Securities Service Network, LLC and LINSCO/PRIVATE LEDGER CORP.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
02/06/2020 - Present
LPL Financial LLC (MECHANICSBURG PA)
PA
09/01/2004 - 02/06/2020
SECURITIES SERVICE NETWORK, LLC (MECHANICSBURG PA)
SC
03/22/1995 - 09/10/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
09/24/1991 - 03/23/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/24/1991 - 03/23/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
09/11/1990 - 08/20/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/20/1990 - 09/11/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 04/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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