Edward Dempsey (CRD# 1726564) is an Investment Advisor Representative working at Pension Partners, LLC in San Juan, PR and has over 36 years of experience in the finance industry. Edward Dempsey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6245227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1688356
Ipi Wealth Management, Inc.
CRD# 2872363
Lincoln Financial Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Jan 2006 - Current | 18 |
| Pension Partners, LLC | New York, NY | Jul 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1987 |
- PR
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$884,615
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
PR
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