Unclaimed
Edward Mazoyer is an Investment Advisor Representative at Vanderbilt Advisory Services, with over 30 years of experience in the financial services industry. Edward's experience includes working with a variety of clients, including individuals, families, businesses, and charitable organizations. Edward provides financial planning and portfolio management services, and he is also a registered principal. Edward specializes in financial planning, portfolio management, and retirement planning.
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.
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
NY
05/03/2016 - Present
Vanderbilt Advisory Services (WOODBURY NY)
MO
07/01/2003 - 09/25/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
10/11/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CT
09/30/1996 - 11/03/2000
ADVEST, INC. (HARTFORD CT)
NJ
04/27/1988 - 09/20/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
09/11/1986 - 04/14/1988
YORK SECURITIES, INC.
NA
05/28/1980 - 02/20/1987
E. F. HUTTON & COMPANY INC
NA
06/19/1979 - 06/15/1980
THOMSON MCKINNON SECURITIES INC.
NA
02/23/1979 - 07/05/1979
MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC.
NA
02/03/1978 - 02/23/1979
MOSELEY, HALLGARTEN & ESTABROOK INC
NA
02/24/1978 - 03/24/1978
DEAN WITTER REYNOLDS INC.
NA
07/12/1972 - 02/24/1978
REYNOLDS SECURITIES, INC.
NA
11/30/1976 - 02/13/1978
TUCKER, ANTHONY & R. L. DAY, INC.
NA
04/28/1976 - 01/13/1977
SHEARSON HAYDEN STONE INC.
NA
10/10/1975 - 11/16/1975
H. C. WAINWRIGHT & CO.
NA
09/29/1971 - 04/22/1972
TUCKER, ANTHONY & R. L. DAY, INC.
NA
03/01/1971 - 05/16/1971
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
09/11/1970 - 02/01/1971
HAYDEN STONE INC.
IA
Issued 08/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/06/1987
Series 4 - Registered Options Principal Examination
BC
Issued 02/23/1977
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/02/1976
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1970
Series 1 - Registered Representative Examination
BC
Issued 07/01/1970
Series 000 - General Securities Principal Examination
Active
Inactive
F
FINRA
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