Unclaimed
Eden Gwynne Williams is a financial advisor at Morgan Stanley. Eden has been working in the financial industry since 2001. Eden is a registered representative with FINRA, the Securities and Exchange Commission, and is licensed in 53 states. Eden has a variety of experience in the financial industry including working as a registered representative at Fidelity Brokerage Services LLC. Eden is dedicated to helping individuals, families, and businesses achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
07/09/2015 - Present
Morgan Stanley (Santa Rosa CA)
CA
03/15/2001 - 07/14/2015
FIDELITY BROKERAGE SERVICES LLC (LARKSPUR CA)
BOTH
Issued 10/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/02/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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