Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Charles Bettner is an investment advisor representative with Osaic Wealth, Inc. Edward has been working in the financial services industry since 2002. Edward is licensed to provide investment advice in several states including Ohio, Florida, Michigan, Indiana and Kentucky. Edward has also worked for firms such as Amerprise Financial Services, Inc., Edward Jones and Signator Investors, Inc. Edward has a strong background in financial planning, portfolio management and securities trading. Edward is committed to providing personalized financial guidance to help clients achieve their financial goals.
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
OH
11/02/2018 - Present
Osaic Wealth, Inc. (COLUMBUS OH)
OH
08/22/2014 - 11/02/2018
SIGNATOR INVESTORS, INC. (DAYTON OH)
OH
12/02/2011 - 08/29/2014
AMERIPRISE FINANCIAL SERVICES, INC. (DAYTON OH)
OH
01/02/2004 - 12/05/2011
EDWARD JONES (CINCINNATI OH)
GA
10/10/2002 - 12/31/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BOTH
Issued 05/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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