Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Tafel is a financial advisor at Hornor, Townsend & Kent, LLC. Edward has been in the industry for 10 years and has a strong track record of helping clients achieve their financial goals. Edward holds Series 6, 7 and 66 licenses. Edward is dedicated to providing personalized financial advice to individuals, families, and businesses. Edward specializes in a variety of financial services, including investment management, retirement planning, and estate planning.
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.
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.
Trail commissions, distribution assistance fees
1
2
PA
05/14/2019 - Present
Hornor, Townsend & Kent, LLC (HORSHAM PA)
PA
02/27/2014 - 12/21/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)
PA
02/01/2000 - 11/28/2000
NAVILLUS SECURITIES, INC. (WEST CONSHOHOCKEN PA)
NY
04/16/1999 - 02/02/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
TN
03/27/1998 - 09/08/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
PA
07/22/1997 - 06/05/1998
AVATAR FINANCIAL GROUP, LTD (BLUE BELL PA)
NA
03/11/1997 - 09/04/1997
JEFFERSON GERSCH, INC.
MN
12/22/1995 - 03/12/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/22/1995 - 03/12/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
12/16/1993 - 07/24/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 06/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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