Unclaimed
Edward Dee Hinds is a financial advisor with over 30 years of experience in the financial services industry. Edward Hinds is currently registered with United Planners' Financial Services Of America A Limited Partner and has been in this role since April 2023. Prior to joining United Planners, Edward Hinds was with The O.N. Equity Sales Company for 30 years, beginning in July 1993. Edward Dee Hinds holds the Series 6, 7, 24, 63, and 65 securities licenses. Edward Dee Hinds also holds the Certified Financial Planner and Chartered Financial Consultant designations.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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
CA
04/28/2023 - Present
United Planners' Financial Services OF America A Limited Partner (PASO ROBLES CA)
CA
07/14/1993 - 05/01/2023
THE O.N. EQUITY SALES COMPANY (PASO ROBLES CA)
MN
09/13/1991 - 08/03/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
NY
07/05/1990 - 04/19/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 03/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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