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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddie? Claim Your ProfileEddie Devell Holmes is an investment advisor representative with Osaic Wealth, Inc. Eddie has been in the financial industry since 1995 and has experience working with individual investors, high net worth individuals, and corporations. Eddie has licenses in several states, including California, Hawaii, Iowa, and Texas. Eddie specializes in providing financial planning, portfolio management, and educational seminars. Eddie is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
A percentage of the total value of assets under management is charged.
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2
HI
09/24/2024 - Present
Osaic Wealth, Inc. (HONOLULU HI)
CA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SAN LUIS OBISPO CA)
HI
10/10/2012 - 03/01/2019
QUESTAR CAPITAL CORPORATION (HONOLULU HI)
CA
05/01/1998 - 10/12/2012
WOODBURY FINANCIAL SERVICES, INC. (ROSEVILLE CA)
IA
01/01/1996 - 05/08/1998
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BC
Issued 01/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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