Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Wingrove is a financial advisor with over 30 years of experience in the industry. Edward is currently registered with Wells Fargo Clearing Services, LLC and previously held registrations with Stifel, Nicolaus & Company, Incorporated, Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., Stephens Inc. and First Dallas Securities Incorporated. Edward holds a Series 6, 7, 24, 63, 79TO and SIE licenses. Edward works with a variety of clients, including individuals, corporations, charitable organizations, insurance companies, pension and profit sharing plans and state or municipal government entities.
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
TX
07/06/2021 - Present
Wells Fargo Clearing Services, LLC (BEE CAVE TX)
TX
12/05/2016 - 07/09/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (AUSTIN TX)
TX
02/13/2013 - 12/16/2016
RAYMOND JAMES & ASSOCIATES, INC. (AUSTIN TX)
TX
11/21/2002 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (AUSTIN TX)
AR
04/03/2001 - 12/03/2002
STEPHENS INC. (LITTLE ROCK AR)
TN
01/08/1998 - 04/03/2001
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TX
11/07/1990 - 01/13/1998
FIRST DALLAS SECURITIES INCORPORATED (DALLAS TX)
MA
08/14/1990 - 08/28/1990
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/14/1990 - 08/28/1990
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 08/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1991
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1990
Series 6 - Investment Company Products/Variable Contracts 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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