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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Poole Pickett is a financial advisor with over 40 years of experience. Edward Pickett is currently registered with Newedge Advisors in New Orleans, Louisiana and is also an Investment Advisor Representative in North Carolina. Edward Pickett has previously worked with Raymond James Financial Services, Inc. and PaineWebber Incorporated. He has a strong track record of providing comprehensive financial advice and portfolio management services to a wide range of clients. His focus is on working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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LA
11/01/2023 - Present
Newedge Advisors (NEW ORLEANS LA)
NC
01/29/1988 - 05/07/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NA
01/31/1980 - 02/09/1988
PAINEWEBBER INCORPORATED
NA
04/17/1979 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
01/18/1978 - 04/23/1979
LOEB PARTNERS
NA
05/05/1977 - 01/18/1978
HORNBLOWER, WEEKS, NOYES & TRASK INCORPORATED
NA
11/03/1976 - 05/05/1977
HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED
NA
07/03/1973 - 11/21/1976
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 04/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1986
Series 15 - Foreign Currency Options Examination
BC
Issued 12/03/1985
Series 3 - National Commodity Futures Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/16/1977
PC - AMEX Put and Call Exam
BC
Issued 06/27/1973
Series 1 - Registered Representative Examination
Active
Inactive
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