Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Viglietta is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Edward has been working in the financial industry since February 21, 2000 and holds several licenses including Series 7, 9, 10, 50 and 66. Edward has worked for several other firms including First Horizon Advisors, Inc., Infinex Investments, Inc., Morgan Stanley, William Blair & Company L.L.C., NatExis Bleichroeder Inc., Cowen and Company, First Union Securities, Inc., First Union Capital Markets Corp., Everen Securities, Inc., Josephthal & Co., Inc. and Kemper Securities Group, Inc. Edward has a strong background in portfolio management, financial planning, and pension consulting. Edward is registered in 25 states and is able to provide services to individuals, families, and businesses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
GA
03/13/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
GA
07/07/2020 - 09/28/2021
FIRST HORIZON ADVISORS, INC. (Atlanta GA)
GA
08/28/2017 - 08/27/2018
INFINEX INVESTMENTS, INC. (Atlanta GA)
GA
09/21/2015 - 08/21/2017
MORGAN STANLEY (ATLANTA GA)
NY
07/02/2007 - 11/17/2011
WILLIAM BLAIR & COMPANY L.L.C. (NEW YORK NY)
NY
01/04/2007 - 06/18/2007
NATEXIS BLEICHROEDER INC. (NEW YORK NY)
NY
05/02/2000 - 11/07/2006
COWEN AND COMPANY (NEW YORK NY)
MO
10/01/1999 - 05/11/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
08/25/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
MO
12/08/1998 - 09/01/1999
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
03/26/1996 - 12/03/1998
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
05/15/1991 - 04/30/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
09/04/1990 - 04/24/1991
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
04/10/1990 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
NA
08/29/1989 - 08/30/1989
J. T. MORAN & CO., INC.
BOTH
Issued 10/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/25/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/09/2019
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 08/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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