Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Desrosier is a financial professional with over 10 years of experience in the industry. Edward currently holds a Series 7, Series 7TO and SIE licenses. Edward is registered with Wells Fargo Clearing Services, LLC and is located in ST. LOUIS, MO. Edward's clients consist of high-net-worth individuals, corporations, pension plans, charitable organizations, insurance companies and individuals. Wells Fargo Clearing Services, LLC is a national firm with over $500 billion in assets under management and specializes in a variety of services including portfolio management, financial planning, and investment consulting.
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.
1
2
MO
02/01/2023 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
VA
06/07/2011 - 03/23/2020
WELLS FARGO CLEARING SERVICES, LLC (GLEN ALLEN VA)
BC
Issued 09/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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