Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Atnip is a Registered Representative and Investment Adviser Representative at Oppenheimer & Co. Inc. in Fort Myers, FL. Edgar has been in the industry since 1991. Edgar has passed the Series 63, 65, 7 and SIE exams. Edgar also holds registrations in 25 states for both Broker-Dealer and Investment Adviser. Edgar has experience working for other firms like First of Michigan Corporation and First of America Brokerage Service, Inc. Edgar is a specialist in portfolio management for individuals and businesses, as well as pension consulting and financial planning.
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.
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.
1
2
FL
07/10/2020 - Present
Oppenheimer & Co. Inc. (FORT MYERS FL)
MI
04/01/1998 - 01/01/1999
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
OH
09/13/1993 - 04/01/1998
FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)
MI
09/24/1987 - 02/28/1990
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
IA
Issued 01/16/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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