Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Raymond Walsh is a financial advisor with over 30 years of experience in the industry. Edward is currently registered with Stifel, Nicolaus & Company, Inc., but has previously worked with several other firms, including Robert W. Baird & Co. Incorporated, Nomura Securities International, Inc., and Bear, Stearns & Co. Inc. Edward is registered in multiple states, including New York, New Jersey, California, Florida, Illinois, Indiana, Minnesota, Missouri, and Pennsylvania. Edward is a Series 7, Series 24, Series 57TO and SIE licensed professional.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
08/19/2024 - Present
Stifel, Nicolaus & Company, Inc. (GARDEN CITY NY)
NY
09/14/2015 - 07/29/2024
ROBERT W. BAIRD & CO. INCORPORATED (Garden City NY)
NY
08/31/2009 - 09/18/2015
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
CT
07/02/2008 - 05/18/2009
RBS SECURITIES INC. (GREENWICH CT)
NY
01/29/2004 - 06/20/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
TN
04/29/2002 - 01/26/2004
FTN FINANCIAL SECURITIES CORP (MEMPHIS TN)
NY
06/17/1998 - 05/03/2002
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
MO
01/21/1997 - 06/19/1998
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
06/21/1995 - 02/03/1997
FURMAN SELZ LLC (NEW YORK NY)
NY
09/09/1994 - 07/11/1995
CITICORP SECURITIES, INC. (NEW YORK NY)
MA
10/26/1993 - 08/16/1994
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
07/17/1992 - 11/24/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
BC
Issued 08/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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