Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Vincent Schiela is a financial advisor who has been in the industry since 1987. Edward is currently registered with The Colony Group, LLC and has been with the firm since 2003. Previously, Edward was registered with Signator Investors, Inc., John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, and MONY Securities Corp. Edward holds Series 6, 7, 24 and 66 licenses. Edward has been a Registered Representative and Investment Advisor Representative. Edward provides financial planning, portfolio management, and other services to individuals, families, businesses, and charitable organizations.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MA
01/03/2012 - Present
THE Colony Group, LLC (BOSTON MA)
MA
03/19/1999 - 04/29/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
03/02/1995 - 07/23/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/02/1995 - 07/23/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
03/02/1987 - 03/19/1993
MONY SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 02/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 03/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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