Unclaimed
Edward William Debay is a financial advisor currently registered with Osaic Wealth, Inc. located in East Hartford, CT. Edward has been in the industry since January 24, 2015. Edward is registered with the following regulatory organizations: FINRA, CT and MA. Prior to joining Osaic Wealth, Inc., Edward has also worked with Securities America, Inc., LPL Financial LLC, National Planning Corporation, MetLife Securities Inc. and New England Securities. Edward can provide services such as portfolio management for individuals and businesses, financial planning, educational seminars, and selection of other advisors.
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.
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.
1
2
CT
10/03/2024 - Present
Osaic Wealth, Inc. (EAST HARTFORD CT)
CT
04/07/2020 - 06/14/2024
SECURITIES AMERICA, INC. (EAST HARTFORD CT)
CT
11/29/2017 - 05/11/2018
LPL FINANCIAL LLC (GLASTONBURY CT)
CT
09/14/2015 - 11/29/2017
NATIONAL PLANNING CORPORATION (GLASTONBURY CT)
CT
01/02/2015 - 09/08/2015
METLIFE SECURITIES INC. (WEST HARTFORD CT)
CT
03/01/2013 - 01/02/2015
NEW ENGLAND SECURITIES (WEST HARTFORD CT)
IA
Issued 03/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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