Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Wyatt has over 20 years of experience in the financial services industry. Edward has been registered with Edward Jones since 2011. Prior to joining Edward Jones, Edward was with U.S. BANCORP INVESTMENTS, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Edward has a Series 7, Series 66, and SIE license and is registered in 15 states. Edward holds a Bachelor's degree in Business Administration from the University of Nebraska-Lincoln. Edward is a member of the Lincoln Chamber of Commerce and the Lincoln Rotary Club. Edward is passionate about helping his clients achieve their financial goals and believes that everyone should have access to quality financial advice.
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.
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.
See schedule d - miscellaneous
1
2
NE
12/18/2018 - Present
Edward Jones (LINCOLN NE)
NE
11/04/2011 - 11/22/2011
U.S. BANCORP INVESTMENTS, INC. (BEATRICE NE)
NE
08/12/2005 - 11/07/2011
EDWARD JONES (SUPERIOR NE)
NY
05/07/2003 - 08/05/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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