Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Baehrend is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Edward Baehrend is registered with the state of Illinois and also holds a series 24, series 3, series 63, series 65 and series 7. Edward has been in the industry since 1986. Edward is a general partner of Baehrend/ Marks Partnership. Edward Baehrend has experience with RBC DAIN RAUSCHER INC., TUCKER ANTHONY INCORPORATED, BEAR, STEARNS & CO. INC., LEHMAN BROTHERS INC., OPPENHEIMER & CO., INC., and DREXEL BURNHAM LAMBERT INCORPORATED.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IL
11/21/2024 - Present
Raymond James Financial Services Advisors, Inc. (OAK PARK IL)
NY
03/09/2002 - 04/09/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
05/02/1997 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
02/16/1993 - 04/17/1997
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
01/18/1991 - 02/25/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
03/13/1989 - 02/01/1991
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
11/21/1986 - 03/30/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 05/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
Not sure Edward Baehrend is the right advisor for you? Invested Better is here to help.
