Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Yale is an Investment Advisor Representative associated with Strategic Financial Concepts, LLC. Edward has been in the financial services industry since 1991. Edward is registered with the state of Texas. Edward holds the Series 7, 24 and 63 licenses. Edward is a Chartered Financial Analyst. Edward is also a co-trustee for an irrevocable trust. Edward has experience working with individual, high net worth individuals, corporations and trusts. Edward provides a variety of advisory services including financial planning, pension consulting, educational seminars, general consulting, and business planning. Edward is based in San Angelo, Texas.
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.
General consulting and business planning services
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.
Retainer fees
1
2
TX
05/24/2017 - Present
Strategic Financial Concepts, LLC (San Angelo TX)
TX
10/14/2008 - 06/05/2009
SEA PORT GROUP SECURITIES, LLC (AUSTIN TX)
TX
06/07/2004 - 10/09/2008
AMHERST SECURITIES GROUP, L.P. (AUSTIN TX)
NY
06/04/2003 - 04/02/2004
BLAYLOCK & PARTNERS, L.P. (NEW YORK NY)
TX
06/30/1999 - 11/21/2000
BARTON CREEK LTD. (AUSTIN TX)
TX
03/26/1998 - 02/02/1999
BARTON CREEK CAPITAL CORPORATION (AUSTIN TX)
NY
03/15/1994 - 03/04/1998
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
09/16/1991 - 03/15/1994
CS FIRST BOSTON CORPORATION (NEW YORK NY)
NA
04/29/1987 - 03/16/1988
CS FIRST BOSTON CORPORATION
BC
Issued 05/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2003
Series 24 - General Securities Principal Examination
BC
Issued 06/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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