Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Gaffney is a financial professional with over 20 years of experience in the industry. Edward is currently registered with Oneamerica Securities, Inc. and is located in Indianapolis, Indiana. Edward has a strong track record of providing financial advice and investment management services to individuals and businesses. Edward has held previous positions with CUNA Brokerage Services, Inc., Diversified Investors Securities Corp., GWFS Equities, Inc., American Century Investment Services Inc., J.P. Morgan Institutional Investments Inc., and Oneamerica Securities, Inc. Edward holds the Series 6, Series 7, and Series 63 securities licenses and the SIE exam. Edward is a licensed agent in Missouri.
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.
A percentage of the total value of assets under management is charged.
1
2
IN
12/10/2019 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
IA
02/03/2014 - 07/18/2019
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MO
09/28/2010 - 09/21/2012
DIVERSIFIED INVESTORS SECURITIES CORP. (KANSAS CITY MO)
CO
10/23/2009 - 08/30/2010
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
MO
04/02/2008 - 12/09/2008
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IN
01/20/2005 - 03/28/2008
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
NY
12/12/2003 - 10/29/2004
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
MO
09/14/1995 - 12/12/2003
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BC
Issued 04/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Edward Gaffney is the right advisor for you? Invested Better is here to help.
