Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Woll is an investment advisor representative with The Strategic Financial Alliance, Inc. in Atlanta, Georgia. Edward has been in the securities industry since June 4, 1989. Edward is a registered investment advisor representative in Georgia. He is also a registered representative of The Strategic Financial Alliance, Inc. Edward Woll has a variety of licenses and designations, including Series 7, Series 63, Series 66, Series 24, Series 28, Series 4, and Series 53. His areas of specializations include portfolio management, financial planning, and selection of other advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
09/09/2016 - Present
THE Strategic Financial Alliance, Inc. (ATLANTA GA)
GA
07/19/2011 - 03/09/2016
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
GA
09/12/2003 - 03/28/2011
THE STRATEGIC FINANCIAL ALLIANCE, INC. (ATLANTA GA)
GA
03/13/2002 - 08/05/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
NY
10/04/2000 - 04/15/2002
AXA ADVISORS, LLC (NEW YORK NY)
MN
06/25/1997 - 08/29/2000
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
GA
06/02/1997 - 08/29/2000
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
05/16/1996 - 02/20/1997
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
OH
09/09/1991 - 12/20/1995
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
TN
02/27/1986 - 09/09/1989
TRUSTMARK INVESTMENTS, INC. (BRENTWOOD TN)
BOTH
Issued 12/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/1991
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 04/01/1988
Series 24 - General Securities Principal Examination
BC
Issued 04/01/1987
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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