Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Ray Vesely is a financial advisor who has been in the industry since 2007. Edward is currently registered with Northern Trust Securities, Inc. in Chicago, Illinois. Edward is also registered in 51 states and the District of Columbia. In the past, Edward has been registered with Citigroup Global Markets Inc. and Citicorp Investment Services. Edward has passed the Series 6, 7TO, 63, and 66 exams. Edward specializes in investment advisory services, portfolio management for individuals, businesses, and pooled investment vehicles. Edward has experience working with high-net-worth individuals, corporations, charitable organizations, and partnerships. Edward is committed to providing clients with personalized financial advice and investment strategies that are tailored to their specific needs.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
05/09/2024 - Present
Northern Trust Securities, Inc. (Chicago IL)
IL
10/26/2016 - 04/05/2024
CITIGROUP GLOBAL MARKETS INC. (ORLAND PARK IL)
IL
05/29/2007 - 01/21/2015
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
07/20/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (ORLAND PARK IL)
BOTH
Issued 09/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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