Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edmund? Claim Your ProfileEdmund Adam Job is a financial advisor with over 17 years of experience in the industry. Edmund has a strong background in the financial services industry, having worked for firms such as TD Ameritrade, Fidelity Brokerage Services LLC, and Merrill Lynch. Edmund is currently registered with Schwab Wealth Advisory, Inc. and is licensed in multiple states. Edmund specializes in financial planning, portfolio management for individuals and businesses. Edmund holds the Series 63, 66, 7, 9, and 10 licenses and is also a Certified Financial Planner.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
TX
01/14/2022 - Present
Schwab Wealth Advisory, Inc. (Westlake TX)
TX
04/30/2015 - 04/06/2018
TD AMERITRADE, INC. (Southlake TX)
TX
06/18/2007 - 04/20/2015
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
10/04/2006 - 04/19/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ARLINGTON TX)
TX
11/24/2004 - 09/13/2006
AMERIPRISE FINANCIAL SERVICES, INC. (HURST TX)
MN
11/24/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/04/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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