Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Autry Dittmar is a financial professional with over 25 years of experience in the financial services industry. Edward has been registered with Wells Fargo Clearing Services, LLC since 2009. Prior to that, Edward was registered with A.G. Edwards & Sons, Inc., Morgan Stanley DW Inc., and J.C. Bradford & Co. Edward holds a Series 7, Series 63, and Series 65 licenses. Edward specializes in providing investment advice to individuals, businesses, and institutions. Edward is also a trustee for his spouse's investment-related trust. Edward's experience and knowledge make him a valuable resource for clients seeking financial advice and guidance.
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
LA
06/19/2009 - Present
Wells Fargo Clearing Services, LLC (BATON ROUGE LA)
LA
08/17/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BATON ROUGE LA)
NY
06/13/2000 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
12/07/1994 - 06/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 11/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1994
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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