Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Band is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC, a firm with a long history in the financial services industry. Edward has been active in the financial services industry since 1989, having worked at various firms, including Wells Fargo Clearing Services, LLC, BANC of America Investment Services, Inc., Quick & Reilly, Inc., and CitiCorp Investment Services. He has held multiple licenses including Series 7, Series 27, Series 63, and Series 65. Edward is also a Certified Financial Planner. Edward is currently registered with the state of New Jersey.
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.
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2
NJ
05/12/2023 - Present
Wells Fargo Advisors Financial Network, LLC (WESTFIELD NJ)
NJ
12/05/2006 - 05/11/2023
WELLS FARGO CLEARING SERVICES, LLC (SUMMIT NJ)
NJ
10/20/2004 - 11/28/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (TEANECK NJ)
NY
10/23/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
06/21/1989 - 10/02/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 06/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/1989
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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