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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 Andrew Drake is a financial advisor with over 20 years of experience in the industry. He is currently registered with Wells Fargo Clearing Services, LLC and has been with them since January 2011. Previously, Edward was with UBS PaineWebber Inc. from 2001 to 2003. Edward is licensed to provide investment advice and services in multiple states, including California, Florida, Massachusetts, Nevada, New York, and Utah. He specializes in providing financial planning, investment management, and portfolio management services to individuals, businesses, and charitable organizations. Edward holds Series 7 and Series 66 securities licenses and the SIE exam.
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
FL
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (TARPON SPRINGS FL)
CA
09/03/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ENCINO CA)
NJ
09/24/2001 - 04/30/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 10/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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