Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Alan Wacks is a financial advisor with over 25 years of experience in the financial services industry. Edward is registered with Ameriprise Financial Services, LLC and has been with the firm since September 2005. Edward is licensed in multiple states and holds the Series 7, Series 22, Series 39, and Series 66 licenses. Edward is also a Registered Representative and Investment Advisor Representative for Ameriprise. Edward specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Edward has a strong commitment to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
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.
Asset allocation services
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
FL
01/05/2010 - Present
Ameriprise Financial Services, LLC (PLANTATION FL)
MN
11/07/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
10/09/1984 - 12/18/1989
WACKS & CO., INC.
BOTH
Issued 01/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/1984
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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