Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Clifford Venezia is a financial advisor with over 30 years of experience in the financial services industry. Edward has held various roles at multiple firms, including Morgan Stanley, Prime Capital Services, Inc., and K.W. Brown Investments, before joining Wells Fargo Clearing Services, LLC. Edward is licensed to provide securities and investment advisory services in multiple states, including Florida and Texas. Edward specializes in working with individuals, families, and businesses.
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.
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2
FL
04/04/2024 - Present
Wells Fargo Clearing Services, LLC (BOCA RATON FL)
FL
10/08/2010 - 12/14/2021
MORGAN STANLEY (Boca Raton FL)
FL
03/28/2002 - 10/28/2010
PRIME CAPITAL SERVICES, INC. (BOCA RATON FL)
FL
03/19/2001 - 03/06/2002
K.W. BROWN INVESTMENTS (DELRAY BEACH FL)
MO
04/16/1998 - 03/26/2001
FIRST UNION SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
NJ
08/25/1994 - 02/26/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CA
09/20/1993 - 08/25/1994
GLENFED BROKERAGE SERVICES (GLENDALE CA)
NC
04/27/1993 - 09/17/1993
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
WI
10/20/1992 - 04/27/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
OR
02/04/1991 - 05/12/1992
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NY
01/08/1991 - 02/21/1991
ROSENKRANTZ LYON & ROSS INCORPORATED (NEW YORK NY)
FL
01/26/1990 - 12/21/1990
RICHARD SCOTT ASSET MANAGEMENT, INC. (BOCA RATON FL)
IA
Issued 06/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
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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