Unclaimed
Cedric Edwards is a financial advisor with Stifel Independent Advisors, LLC. Cedric has been in the industry since 2000 and has a broad range of experience in the financial services industry. Cedric is registered in 26 states. In addition to his current role at Stifel Independent Advisors, LLC, Cedric is a registered representative with Edward Jones and has worked with them since 2000. Cedric has a variety of licenses including Series 63, Series 66, and Series 7.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
03/30/2022 - Present
Stifel Independent Advisors, LLC (SAN ANTONIO TX)
TX
05/23/2000 - 03/30/2022
EDWARD JONES (SCHERTZ TX)
BOTH
Issued 05/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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