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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 Wagner is a financial advisor at Sageview Advisory Group, LLC, a firm with offices in Newport Beach, CA. Edward is a registered investment advisor and holds Series 65 and Series 66 securities licenses. Edward specializes in providing financial planning services, pension consulting, educational seminars, and portfolio management for businesses and individuals. Edward has been in the financial services industry since 1998.
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
CA
08/11/2009 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
CA
05/12/2005 - 12/07/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
04/20/2001 - 02/03/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/17/1998 - 04/25/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/22/1998 - 08/11/1998
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 04/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/04/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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