Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Christopher Witherspoon is a financial advisor with over 27 years of experience in the industry. He is currently registered as an investment advisor representative with Cetera Investment Advisers LLC and Holistic Private Wealth, LLC. Edward is also registered as a broker in 15 states and holds Series 6, 7, 63, and 65 licenses. He is a managing director for Holistic Private Wealth, LLC, which provides financial services including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Edward is committed to providing personalized financial advice 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
MD
09/30/2013 - Present
Cetera Investment Advisers LLC (TOWSON MD)
VA
12/01/1997 - 01/01/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
08/18/1995 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
IA
Issued 9/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 8/2/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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