Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony R. Edelen is a financial advisor who has been in the industry since August 13, 2007. Tony is currently registered with J.p. Morgan Securities LLC. Tony has previously worked with Chase Investment Services Corp. and MetLife Securities Inc. Tony is licensed to provide securities and investment advice in Alabama, Florida, Georgia, Illinois, Indiana, Kentucky, Missouri, Montana, Nevada, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
KY
02/16/2016 - Present
J.p. Morgan Securities LLC (JEFFERSONTOWN KY)
KY
01/14/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (JEFFERSONTOWN KY)
KY
08/13/2007 - 01/21/2010
METLIFE SECURITIES INC. (LEXINGTON KY)
BOTH
Issued 12/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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