Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward William Sheehan is an active investment advisor representative with over 24 years of experience in the financial industry. Edward Sheehan is registered with Raymond James & Associates, Inc. and has held previous roles at Deutsche Bank Securities Inc. and Morgan Stanley DW Inc.. Edward Sheehan is licensed in multiple states and holds a variety of licenses and certifications. Edward Sheehan focuses on providing financial planning, portfolio management, and investment advisory services to a diverse client base, including individuals, corporations, and institutional investors.
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.
Please see note in schedule d - miscellaneous
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
MA
02/09/2024 - Present
Raymond James & Associates, Inc. (Boston MA)
MA
03/06/2007 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
MA
07/16/1998 - 03/05/2007
MORGAN STANLEY DW INC. (DANVERS MA)
IA
Issued 08/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 07/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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