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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edith? Claim Your ProfileEdith Carolyn Wheeler is a financial advisor with over 35 years of experience in the industry. Currently, Edith is registered with Osaic Wealth, Inc. and is based in St. Petersburg, Florida. Edith has been active in the industry since 1987 and holds the Series 7 and Series 63 securities licenses. Edith has a strong background in providing financial planning, pension consulting, portfolio management, and educational seminars. She specializes in providing investment advice to a variety of client types including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. Edith has previously been affiliated with firms including Woodbury Financial Services, Inc., Questar Capital Corporation, Sterne Agee Financial Services, Inc., Sterling Enterprises Group, Inc., and Brauer & Associates, Inc.
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.
1
2
FL
01/19/2024 - Present
Osaic Wealth, Inc. (ST. PETERSBURG FL)
FL
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
12/18/2013 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ST. PETERSBURG FL)
FL
12/21/2012 - 01/06/2014
STERNE AGEE FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
08/21/1998 - 01/29/2013
STERLING ENTERPRISES GROUP, INC. (ST. PETERSBURG FL)
FL
09/24/1987 - 08/21/1998
BRAUER & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 05/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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