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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Kingery is a financial advisor associated with Cetera Investment Advisers LLC. Edward has been in the industry since September 19, 2010 and is registered with FINRA and registered to provide investment advice in West Virginia. Previously, Edward Kingery was affiliated with WESBANCO SECURITIES, INC., CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Edward Kingery holds FINRA Series 66, 7TO, SIE, and 7 licenses. Edward Kingery has experience in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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2
WV
04/28/2023 - Present
Cetera Investment Advisers LLC (HUNTINGTON WV)
WV
07/15/2020 - 05/10/2023
WESBANCO SECURITIES, INC. (Nitro WV)
WV
07/06/2005 - 12/16/2011
CHASE INVESTMENT SERVICES CORP. (CHARLESTON WV)
IL
09/24/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
02/13/2002 - 09/15/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 3/4/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 2/28/2020
SIE - Securities Industry Essentials Examination
BC
Issued 2/5/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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