Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Clark Worrell is a financial advisor with Wells Fargo Clearing Services, LLC. Edward is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since 1983. Edward has a wide range of experience in providing financial services to clients, including individuals, families, businesses, and institutions. Edward is registered to provide investment advice in 27 states, including Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Mississippi, Missouri, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin, and Wyoming. Edward's past work experience includes roles at A. G. EDWARDS & SONS, INC., EDWARD JONES, IDS MARKETING CORPORATION, and FIRST AMERICAN NATIONAL SECURITIES, INC.
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
GA
11/15/2013 - Present
Wells Fargo Clearing Services, LLC (GRIFFIN GA)
GA
01/14/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GRIFFIN GA)
MO
10/10/1984 - 01/19/2005
EDWARD JONES (ST. LOUIS MO)
NA
12/02/1983 - 10/19/1984
IDS MARKETING CORPORATION
NA
03/15/1983 - 10/21/1983
FIRST AMERICAN NATIONAL SECURITIES, INC.
BC
Issued 03/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/25/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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