Unclaimed
Edward Byrne is a financial advisor with over 30 years of experience in the industry. Edward currently works at R. F. Lafferty & CO., Inc. Previously, Edward held positions at BMA Securities, LLC, Regal Securities, Inc., Sterne Agee Financial Services, Inc., Synergy Investment Group, LLC, Moors & Cabot Financial Advisors, LLC, Moors & Cabot, Inc., Weatherly Securities Corporation, Oppenheimer & Co., Inc., and Lehman Brothers Inc. Edward is registered in thirteen states, including California, Florida, Georgia, Michigan, Minnesota, Missouri, New Hampshire, New Jersey, New York, Ohio, Texas, West Virginia, and Wisconsin.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
07/08/2016 - Present
R. F. Lafferty & CO., Inc. (NEW YORK NY)
CA
07/07/2015 - 07/05/2016
BMA SECURITIES, LLC (EL SEGUNDO CA)
IL
09/12/2012 - 07/27/2015
REGAL SECURITIES, INC. (GLENVIEW IL)
NH
02/27/2012 - 09/07/2012
STERNE AGEE FINANCIAL SERVICES, INC. (ETNA NH)
NH
04/23/2008 - 03/07/2012
SYNERGY INVESTMENT GROUP, LLC (ETNA NH)
NJ
07/15/2005 - 04/28/2008
MOORS & CABOT FINANCIAL ADVISORS, LLC (JERSEY CITY NJ)
NJ
08/16/2002 - 08/21/2006
MOORS & CABOT, INC. (JERSEY CITY NJ)
NY
01/11/1996 - 09/06/2002
WEATHERLY SECURITIES CORPORATION (NEW YORK NY)
NY
10/07/1991 - 12/22/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
05/22/1991 - 09/26/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 05/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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