Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Thomas McNasby is a financial professional with over 10 years of experience in the industry. Edward has a Series 7 and Series 63 license and has worked with LPL Financial LLC since 2017. Prior to that, he was registered with Brean Capital, LLC, R. Seelaus & Co., Inc. and Rodman & Renshaw, LLC. Edward has a strong background in providing financial planning and portfolio management services to individuals, businesses, and pension plans. He is dedicated to helping clients achieve their financial goals and providing them with the guidance they need to make informed decisions.
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.
Consulting and other non-discretionary advisory services
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.
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2
NJ
10/11/2017 - Present
LPL Financial LLC (BEDMINSTER NJ)
PA
07/09/2013 - 07/12/2016
BREAN CAPITAL, LLC (NEWTOWN PA)
NJ
01/02/2013 - 06/13/2013
R. SEELAUS & CO.,INC. (CHATHAM NJ)
NY
08/06/2012 - 09/05/2012
RODMAN & RENSHAW, LLC (NEW YORK NY)
NJ
02/19/2007 - 06/19/2009
HILLIARD FARBER & CO., INC. (JERSEY CITY NJ)
BC
Issued 08/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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