Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Potter is a financial professional with over 30 years of experience in the industry. Edward has a broad range of experience, having worked for several firms over the course of his career. Edward is currently registered with Tradition Securities And Derivatives LLC and is licensed in Arizona, California, District of Columbia, New York, Pennsylvania, and Texas. Edward holds Series 63, Series 72, and SIE licenses.
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.
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.
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2
NY
02/01/1997 - Present
Tradition Securities AND Derivatives LLC (New York NY)
NY
12/09/1993 - 02/03/1997
INTER-ATLANTIC SECURITIES CORPORATION (NEW YORK NY)
NJ
07/16/1992 - 11/22/1993
HILLIARD FARBER & CO., INC. (JERSEY CITY NJ)
NY
07/16/1992 - 11/22/1993
HILLIARD FARBER SECURITIES CORP. (NEW YORK NY)
NA
03/02/1992 - 08/05/1993
FUNDAMENTAL CORPORATE BOND BROKERS
NA
06/21/1991 - 07/14/1992
FUNDAMENTAL BROKERS
NA
11/03/1989 - 07/17/1990
CHAPDELAINE & CO. GOVERNMENT SECURITIES, INC.
NA
07/25/1987 - 01/30/1990
FUNDAMENTAL BROKERS INC.
BC
Issued 06/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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