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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 Austen Weinberger is an investment advisor representative with Fidelity Personal And Workplace Advisors. Edward has been in the financial services industry since 1993 and has a diverse background in the field. Edward is registered with the Securities and Exchange Commission (SEC) and holds several securities licenses, including Series 7, 6, 24, 63, and 66. Fidelity Personal And Workplace Advisors, a subsidiary of Fidelity Investments, provides financial planning, investment management, and retirement planning services.
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.
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
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
TX
12/18/2000 - 04/04/2001
SOUTHWEST SECURITIES, INC. (DALLAS TX)
TX
07/14/1999 - 04/04/2001
MYDISCOUNTBROKER.COM (DALLAS TX)
RI
08/18/1993 - 07/19/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 09/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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