Ed McFarlane Email & Phone Number

Seeking new opportunity @ Imanasset

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Ed McFarlane Location

Glenside, PA, US

Ed McFarlane Work

2024 - now Seeking new opportunity @ Imanasset
2023 - now Vice President - Investments @ San Blas Securities
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2017 - 2018 Financial Advisor @ International Assets Advisory
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2008 - 2017 Associate Director- Investments @ Oppenheimer & Co. Inc.
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2006 - 2008 Financial advisor @ A.G. Edwards & Sons, Inc.
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2002 - 2006 Investment representative @ Edward Jones
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Ed McFarlane Education

La Salle Univeristy
Bachelor's degree (Finance)
1990 - 1996
La Salle College H.S.
New York Institute of Finance
(Statistical benchmarking and portfolio analysis)

Ed McFarlane Skills

Retirement
Insurance
Wealth Management

Investment Strategies
Financial Advisory
Securities
Wealth Management Services
Asset Allocation
Investments
401(k) Rollovers

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Ed McFarlane Summary

Ed McFarlane, based in Glenside, PA, US, is currently a Seeking new opportunity at Imanasset. Ed McFarlane brings experience from previous roles at San Blas Securities, International Assets Advisory, Oppenheimer & Co. Inc. and A.G. Edwards & Sons, Inc.. Ed McFarlane holds a 1990 - 1996 Bachelor's degree in Finance @ La Salle Univeristy. With a robust skill set that includes Retirement, Insurance, Wealth Management, Investment Strategies, Financial Advisory and more. Ed McFarlane has 1 emails and 2 mobile phone numbers on RocketReach.

Ed McFarlane Emails

Found 1 emails

@sanblassecurities.com

Ed McFarlane Phone Numbers

Found 6 phone numbers

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Others Named Ed McFarlane

Ed McFarlane

Partner (Employment) at Chattertons Solicitors & Wealth Management

Leicester, GB
2
- gmail.com
- chattertons.com

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