Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Dale Sturdivant is a financial advisor with Edelman Financial Engines. Edward has been in the financial services industry since 2001. He is a registered investment advisor in Georgia and Texas. Edward specializes in financial planning, portfolio management, and pension consulting. He is committed to providing his clients with personalized financial advice that meets their individual needs. Edward has a proven track record of helping 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.
Set-up fees & related svcs; reimbursements for printed materials
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2
GA
01/06/2023 - Present
Edelman Financial Engines (DULUTH GA)
GA
02/26/2018 - 10/07/2021
TD AMERITRADE, INC. (ALPHARETTA GA)
MO
06/15/2015 - 02/26/2018
SCOTTRADE, INC. (ST. LOUIS MO)
TX
06/11/2012 - 06/16/2015
TD AMERITRADE, INC. (THE WOODLANDS TX)
TX
10/28/2009 - 05/24/2012
CHASE INVESTMENT SERVICES CORP. (CARROLLTON TX)
TX
11/01/2001 - 08/13/2009
FIDELITY BROKERAGE SERVICES LLC (PLANO TX)
BOTH
Issued 07/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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