Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ed? Claim Your ProfileEd O. Hoosh is a financial advisor at Wells Fargo Clearing Services, LLC. Ed has been in the financial industry since 1999. Ed holds the Series 7, 9, 31, 63, and 65 licenses. Ed's experience includes working at UBS Financial Services Inc. and A. G. Edwards & Sons, Inc. Ed is registered to provide financial advice in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Michigan, Missouri, New York, North Carolina, Oklahoma, South Carolina, Tennessee, Texas, Virginia, and Wyoming.
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.
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.
Investment consulting services to institutional clients
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.
1
2
GA
05/13/2005 - Present
Wells Fargo Clearing Services, LLC (FLOWERY BRANCH GA)
NJ
09/06/2000 - 05/27/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MO
12/07/1999 - 09/06/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 12/21/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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