Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Pardon has been in the financial services industry since 1973. Edward is currently registered with Ameriprise Financial Services, LLC and has been with them since 2009. Edward is a registered Investment Advisor Representative in Connecticut and has a Series 65 license. Prior to Ameriprise, Edward worked at SECURITIES AMERICA, INC., CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC. and SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED. Edward has a wide range of experience in the financial services industry and offers a variety of services to individuals, corporations, and institutions.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
CT
05/15/2009 - Present
Ameriprise Financial Services, LLC (Westport CT)
CT
09/23/2009 - 09/13/2011
SECURITIES AMERICA, INC. (NORWALK CT)
CT
07/31/1993 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (WESTPORT CT)
NY
05/26/1978 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/01/1973 - 11/30/1983
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 04/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 09/07/1977
PC - AMEX Put and Call Exam
BC
Issued 07/25/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Edward Pardon is the right advisor for you? Invested Better is here to help.
