Unclaimed
Edward Turner Borer is a financial advisor with over 50 years of experience in the industry. Edward is currently registered with Borer Denton & Associates, Inc., a firm that specializes in providing investment advice to individuals, high-net-worth individuals, and charitable organizations. Edward has a strong background in investment management, with extensive experience in managing portfolios for a variety of clients. Edward is also a Chartered Financial Analyst (CFA), which is a globally recognized designation for investment professionals. Prior to joining Borer Denton & Associates, Inc., Edward worked for Petersen Investments, Inc., J.P. McGowan & Company Incorporated, and Philadelphia Corporation for Investment Services. Edward also held a position with Hopper Soliday & Co., Inc. from 1968 to 1989. Edward's experience across multiple firms allows Edward to offer a wide range of financial services to clients.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
06/21/2005 - Present
Borer Denton & Associates, Inc. (BLUE BELL PA)
PA
08/12/2005 - 06/06/2017
PETERSEN INVESTMENTS, INC. (BLUE BELL PA)
MA
05/12/2005 - 08/22/2005
J.P. MCGOWAN & COMPANY INCORPORATED (NEWTON MA)
PA
02/10/2005 - 05/12/2005
PHILADELPHIA CORPORATION FOR INVESTMENT SERVICES (WAYNE PA)
PA
04/04/1989 - 07/01/2003
PHILADELPHIA CORPORATION FOR INVESTMENT SERVICES (WAYNE PA)
NA
03/05/1968 - 03/14/1989
HOPPER SOLIDAY & CO., INC.
BC
Issued 05/08/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/28/1990
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/19/1968
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/24/1960
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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