Edward F. Heard
Professional summary
Edward F Heard, who also goes by Edward F Heard, Edward Francis Heard, is a registered financial professional currently at PENNHAVEN BROKERAGE PARTNERS, LLC located in Doylestown, Pennsylvania.
Edward is registered as a RR (Registered Representative) and started their career in finance in 2017. Edward has worked at 3 firms and has passed the Series 63, Series 6TO, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Edward F Heard's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 26, 2021 - Present
PENNHAVEN BROKERAGE PARTNERS, LLC
Office #1: 108 N. Main Street Suite 205, Doylestown, PA 18901August 6, 2019 - November 10, 2020
W&S BROKERAGE SERVICES, INC.
December 19, 2017 - July 2, 2019
NYLIFE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/23/2025)
(6/25/2024)
(12/24/2025)
(12/23/2025)
(12/23/2025)
(4/17/2024)
(3/2/2026)
(5/27/2021)
(8/20/2024)
(12/23/2025)
(4/30/2024)
(12/24/2025)
(7/11/2024)
(3/27/2026)
Exams
Series 6TO
Date: 8/24/2023
Investment Company Products/Variable Contracts Representative ExaminationSeries 7TO
Date: 5/26/2021
General Securities Representative ExaminationFINRA
Current Firm
PENNHAVEN BROKERAGE PARTNERS, LLC
CRD#: 309708 / SEC#: , 8-70581
Contact information
FINRA licenses (12 States and Territories)
Red Flags
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