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EDWARD LIBERMAN

EDWARD LIBERMAN

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CRD#: 4405928
EDWARD LIBERMAN

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

EDWARD LIBERMAN, who also goes by Ed Liberman, was a registered financial professional .

EDWARD is a previously registered financial professional and started their career in finance in 2001. EDWARD had worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.

Biography


Edward is a Principal based in the Chicago office. He is responsible for the new business development and client relationship management for the Retirement Plan Advisor Group. Edward has 20 years of sales and relationship management experience in the retirement services industry. Prior to joining Cerity Partners, he held various positions at John Hancock, ADP Retirement, Paychex Retirement and Empower.
top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ed Liberman

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Education


University of Illinois at Urbana-Champaign

Experience


Past

November 25, 2019 - September 30, 2021

PAYCHEX SECURITIES CORPORATION

BD
CRD#: 39733
ROCHESTER, NY
Past

September 4, 2015 - February 13, 2019

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

September 19, 2012 - August 10, 2015

PAYCHEX SECURITIES CORPORATION

BD
CRD#: 39733
CHICAGO, IL
Past

July 26, 2006 - May 7, 2012

ADP BROKER-DEALER, INC.

BD
CRD#: 37693
ROSELAND, NJ
Past

August 5, 2003 - July 25, 2006

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

October 29, 2001 - May 27, 2003

ALFS, INC.

BD
CRD#: 32201
NORTHBROOK, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/5/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PS
PAYCHEX SECURITIES CORPORATION
PAYCHEX SECURITIES CORPORATION

CRD#: 39733 / SEC#: , 8-48942

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
220 Kenneth Drive, Rochester, NY 14623
Mailing Address
220 Kenneth Drive, Rochester, NY 14623
Phone number
(585) 336-6545
Established
New York since 07/17/1995
Firm type
Corporation
Fiscal year end
May
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PAYCHEX HOLDINGS, LLCPARENT CORP
SCHRADER, ROBERT LEWISDIRECTOR7827962
SIMMONS, CHRISTOPHER CARLTREASURER7621466
WILEY, CHRISTINE LEEPRESIDENT3108303
WILEY, CHRISTINE LEECHIEF COMPLIANCE OFFICER3108303

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PAYCHEX SECURITIES CORPORATION

PRINCIPALCRD#: 39733

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Contact information


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