Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fearghal? Claim Your ProfileFearghal O'Riain is a financial advisor associated with Edelman Financial Engines in Norwood, MA. Fearghal has been in the industry since 1998 and has worked for several firms including EF Legacy Securities, LLC, Sanders Morris Harris LLC, Fidelity Brokerage Services LLC and Signator Investors, Inc. Fearghal has passed Series 6, 7, 63, 66, and SIE exams. Fearghal also holds a Certified Financial Planner designation. In addition to their work at Edelman Financial Engines, Fearghal is also a joint owner of a rental property in Boston, MA.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
MA
11/01/2018 - Present
Edelman Financial Engines (NORWOOD MA)
MA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (Foxboro MA)
MA
05/01/2014 - 04/22/2016
SANDERS MORRIS HARRIS LLC (Foxboro MA)
NH
07/08/1999 - 04/10/2014
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
MA
09/11/1998 - 05/19/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 03/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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