Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edrees? Claim Your ProfileEdrees Sidiqi is a registered representative with Wells Fargo Clearing Services, LLC. Edrees has been in the securities industry since April 15, 2021. Edrees is registered to provide investment advice and securities brokerage services in 53 states and the District of Columbia. Edrees specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and selecting other advisors. Edrees also provides portfolio management services to businesses and individuals. Edrees has passed the Series 63, Series 66, Series 7TO and SIE exams.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
01/22/2024 - Present
Wells Fargo Clearing Services, LLC (RICHMOND VA)
BOTH
Issued 01/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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