Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddie? Claim Your ProfileEddie Havins is a financial advisor who has been in the industry since July 1988. Eddie is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Eddie has also held previous positions with Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and Lehman Brothers Inc. Eddie specializes in providing financial advice and portfolio management services to individuals and businesses.
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.
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2
AZ
07/01/2013 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
AZ
06/01/2009 - 01/28/2010
MORGAN STANLEY SMITH BARNEY (PHOENIX AZ)
AZ
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PHOENIX AZ)
NY
07/19/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 07/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1988
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/1988
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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