Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Wylam is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Edward has been in the financial industry since 1994. Edward has a strong background in financial planning and portfolio management. Edward is currently registered with the state of Florida as an Investment Advisor Representative and Registered Representative, as well as in Texas as a Resident Investment Advisor Representative and Resident Registered Representative. Edward is also licensed to provide advisory services to individuals and businesses. Edward is dedicated to providing his clients with personalized financial advice and investment solutions tailored to their individual needs and 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.
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
FL
06/18/2014 - Present
Wells Fargo Clearing Services, LLC (ORLANDO FL)
FL
10/16/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ORLANDO FL)
WI
10/14/1998 - 09/20/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
11/15/1989 - 01/08/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NJ
07/31/1987 - 12/07/1989
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
01/22/1986 - 07/09/1987
DEAN WITTER REYNOLDS INC.
IA
Issued 08/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1998
Series 7 - General Securities 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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