Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Hagerty is a financial advisor with over 30 years of experience in the financial services industry. Edwin has a wide range of experience, having worked with a variety of firms, including Jefferies & Company, Inc. and Barclays de Zoete Wedd Incorporated, before joining CIBC Private Wealth Advisors, Inc. in 2017. Edwin is a Registered Representative and Investment Advisor Representative, and holds the Series 4, 7, 24, 63, and 65 licenses. Edwin’s areas of specialization include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Edwin Hagerty is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
Index provider
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.
1
2
IL
11/17/2017 - Present
Cibc Private Wealth Advisors, Inc. (Chicago IL)
IL
06/25/2012 - 10/31/2017
GNV ADVISORS, LLC (Chicago IL)
TX
07/17/2007 - 07/09/2010
PETRO CAPITAL SECURITIES, LLC (DALLAS TX)
TX
07/22/1991 - 06/04/2007
JEFFERIES & COMPANY, INC. (DALLAS TX)
NY
09/06/1990 - 05/02/1991
BARCLAYS DE ZOETE WEDD INCORPORATED (NEW YORK NY)
NY
10/20/1987 - 08/16/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2006
Series 4 - Registered Options Principal Examination
BC
Issued 06/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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