Unclaimed
Edward Aiken is an active investment advisor representative in Delaware. Edward has been in the industry since 1993 and is currently employed by Osaic Wealth, Inc. with a branch office in Wilmington, Delaware. Before joining Osaic Wealth, Inc. Edward worked at Woodbury Financial Services, Inc. in Wilmington, Delaware and Securian Financial Services, Inc. in St. Paul, Minnesota. Edward holds multiple licenses including Series 6, 7, 63, and 65. Edward is also a sports referee.
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.
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
DE
01/19/2024 - Present
Osaic Wealth, Inc. (WILMINGTON DE)
DE
10/11/2004 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WILMINGTON DE)
MN
08/07/2002 - 10/04/2004
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MO
10/01/1999 - 07/05/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
01/22/1996 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
GA
04/05/1993 - 03/11/1996
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 03/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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