Unclaimed
Edmond Joseph Vaklyes is an investment advisor representative at Cetera Investment Advisers LLC. Edmond Joseph Vaklyes has been in the securities industry since August 17, 2006. Edmond Joseph Vaklyes has passed the Series 6, Series 7, Series 63 and Series 66 exams. Edmond Joseph Vaklyes is registered with the state of Wisconsin. Edmond Joseph Vaklyes has previous experience with Signator Investors, Inc. Edmond Joseph Vaklyes has a branch office location at 1640 E Main Street in Waukesha, WI.
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
WI
01/21/2014 - Present
Cetera Investment Advisers LLC (Waukesha WI)
WI
08/18/2006 - 12/09/2009
SIGNATOR INVESTORS, INC. (ELM GROVE WI)
BOTH
Issued 08/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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