Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Dunn is a financial advisor with over 25 years of experience in the financial industry. Edward currently is a registered representative and investment advisor representative with J.P. Morgan Securities LLC. Edward has worked with several firms in the past, including KCG Americas LLC, Knight Capital Americas, L.P., Knight Capital Markets LLC, Diversified Investors Securities Corp. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Edward holds Series 7, Series 55, Series 63, Series 66 and SIE licenses. Edward is registered to provide investment advice in multiple states, including Connecticut, Florida, Georgia, Maine, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Texas and Virginia.
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.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
04/05/2021 - Present
J.p. Morgan Securities LLC (KATONAH NY)
NY
07/02/2012 - 12/13/2016
KCG AMERICAS LLC (New York NY)
NJ
01/03/2011 - 07/02/2012
KNIGHT CAPITAL AMERICAS, L.P. (JERSEY CITY NJ)
NJ
07/14/2000 - 01/03/2011
KNIGHT CAPITAL MARKETS LLC (JERSEY CITY NJ)
NY
05/13/1998 - 06/29/2000
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
NY
05/28/1997 - 11/12/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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