Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Wilder is an investment advisor representative associated with Stifel, Nicolaus & Company, Inc. Edward has been in the industry for over 15 years, holding a Series 7, Series 31, and Series 63 license, as well as a Series 65. Edward is currently registered with the state of Washington and Texas as an investment advisor representative and a registered representative. Prior to joining Stifel, Nicolaus & Company, Inc. Edward worked for Wells Fargo Clearing Services, LLC. and Morgan Stanley Smith Barney.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
07/15/2020 - Present
Stifel, Nicolaus & Company, Inc. (BELLEVUE WA)
WA
09/16/2010 - 07/16/2020
WELLS FARGO CLEARING SERVICES, LLC (BELLEVUE WA)
WA
06/01/2009 - 09/28/2010
MORGAN STANLEY SMITH BARNEY (SEATTLE WA)
WA
02/21/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)
IA
Issued 04/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 02/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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