Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Bernerd Dobranetski is a financial advisor at Chevy Chase Trust Co. Edward has been in the industry since 1990 and has experience in various aspects of financial advising, including portfolio management for individuals, businesses, and investment companies. Edward has been with Chevy Chase Trust Co. since 2005 and is registered with the state of Maryland. He also holds the Series 3, 7, 27 and 63 licenses.
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.
Strategic management for diversified investment portfolios.
Trustee and investment manager for collective funds
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
MD
08/05/2005 - Present
Chevy Chase Trust Co. (BETHESDA MD)
VA
01/01/1997 - 03/31/1997
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
NA
04/13/1993 - 01/01/1997
CITIZENS BROKERAGE SERVICES, INC.
TX
05/15/1991 - 09/27/1991
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
06/21/1990 - 08/14/1990
F.N. WOLF & CO., INC.
BC
Issued 05/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1989
Series 3 - National Commodity Futures Examination
Active
Inactive
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