Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you E? Claim Your ProfileEdward Paul Wurtzebach is a financial advisor registered with Lincoln Investment, with over 30 years of experience in the industry. Edward has a strong background in financial planning and investment management, offering tailored advice for individual clients, businesses, and institutional clients. He is committed to building long-term relationships with his clients and helping them achieve their financial goals. Previously, Edward held positions at Legend Equities Corporation and Legend Capital Corporation, where he gained expertise in various investment strategies. Edward's experience and knowledge are valuable assets to both clients and the financial services industry.
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.
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
IL
06/12/2017 - Present
Lincoln Investment (LOMBARD IL)
IL
01/01/1994 - 01/03/2017
LEGEND EQUITIES CORPORATION (OAKBROOK IL)
FL
06/29/1990 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
CA
01/01/1990 - 06/07/1990
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
CA
01/01/1990 - 06/07/1990
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
IL
02/10/1987 - 12/08/1989
PEB FINANCIAL GROUP, INC. (CHICAGO IL)
NA
11/13/1984 - 01/12/1987
CAPITAL LTD.
BC
Issued 10/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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