Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Burk Meinen is a financial advisor with over 35 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. in Florida, Oklahoma, and Texas. Edward also has previous experience with SagePoint Financial, Inc. and American General Securities Incorporated. Edward is committed to providing his clients with personalized financial advice and guidance. Edward specializes in financial planning, pension consulting, educational seminars, and selection of other advisers.
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.
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
09/01/2023 - Present
Osaic Wealth, Inc. (FORT WORTH TX)
TX
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FORT WORTH TX)
TX
08/11/1986 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (FORT WORTH TX)
IA
Issued 12/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2007
Series 24 - General Securities Principal Examination
BC
Issued 08/30/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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