Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edith? Claim Your ProfileEdith Kase has been a registered representative for over 20 years. She has worked with several well-known firms, including Wells Fargo Advisors, LLC and Morgan Stanley. Edith is currently a registered representative with J.p. Morgan Securities LLC and offers a broad range of financial products and services to individuals, businesses, pension and profit-sharing plans, and charitable organizations. She has a broad range of experience in financial planning, portfolio management, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
GA
10/01/2019 - Present
J.p. Morgan Securities LLC (ATLANTA GA)
GA
10/05/2012 - 09/23/2019
MORGAN STANLEY (ATLANTA GA)
GA
03/30/2009 - 09/27/2012
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
GA
01/06/2009 - 03/30/2009
PLANMEMBER SECURITIES CORPORATION (ATLANTA GA)
GA
03/29/2007 - 09/30/2008
WACHOVIA SECURITIES, LLC (DECATUR GA)
GA
04/02/2005 - 03/20/2007
CBIZ FINANCIAL SOLUTIONS, INC. (ATLANTA GA)
CA
07/23/2003 - 04/01/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
MN
04/27/2000 - 02/07/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/27/2000 - 02/07/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/31/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/23/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2020
Series 4 - Registered Options Principal Examination
BC
Issued 05/01/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/01/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/28/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2015
Series 3 - National Commodity Futures Examination
BC
Issued 08/30/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 04/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Edith Kase is the right advisor for you? Invested Better is here to help.
