Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Morrissey is a financial advisor with over 30 years of experience in the industry. Edward is currently registered with Hornor, Townsend & Kent, LLC and has previously worked at other firms including LPL Financial LLC and Waddell & Reed. Edward specializes in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Edward offers a range of services including financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
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2
PA
08/24/2023 - Present
Hornor, Townsend & Kent, LLC (PITTSBURGH PA)
PA
09/28/2015 - 12/12/2022
LPL FINANCIAL LLC (WEXFORD PA)
PA
10/24/2014 - 09/17/2015
WADDELL & REED (MONROEVILLE PA)
PA
08/27/2013 - 10/28/2014
PRINCOR FINANCIAL SERVICES CORPORATION (SEWLICKEY PA)
PA
01/24/2013 - 06/06/2013
NEW ENGLAND SECURITIES (PITTSBURGH PA)
PA
02/03/2012 - 01/25/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (SEWICKLEY PA)
PA
04/05/2002 - 02/07/2012
PRINCOR FINANCIAL SERVICES CORPORATION (SEWICKLEY PA)
NY
05/01/1998 - 04/01/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
NJ
04/17/1989 - 05/06/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/17/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
MA
09/08/1988 - 03/29/1989
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/08/1988 - 03/29/1989
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 11/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/06/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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