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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edmund? Claim Your ProfileEdmund Alexander Rostran is an investment advisor representative with Fidelity Personal AND Workplace Advisors based in Plano, Texas. Edmund has over 10 years of experience in the financial services industry. He is registered to provide investment advice in 22 states and holds Series 6, 7, 63, and 66 securities licenses as well as the SIE. Edmund has a strong focus on providing financial planning and portfolio management services to individuals, businesses, and pension and profit-sharing plans.
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.
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.
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2
TX
06/05/2020 - Present
Fidelity Personal AND Workplace Advisors (PLANO TX)
TX
04/08/2013 - 09/30/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ADDISON TX)
BOTH
Issued 06/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/06/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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