Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward E. Thompson is an investment advisor representative who has been in the industry since 1992. Edward is registered with Choreo, LLC in Illinois and Texas. Edward has previously worked with BirchTree Financial Services LLC, A. G. Edwards & Sons, Inc. and Rodman & Renshaw Inc. Edward has a Series 6, Series 7, Series 63, and Series 66 license. Edward provides advisory services including investment review and reporting of non-managed assets and retirement plan services to plans, financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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.
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2
WI
01/22/2014 - Present
Choreo, LLC (Madison WI)
IL
11/03/2004 - 07/17/2012
BIRCHTREE FINANCIAL SERVICES LLC (SCHAUMBURG IL)
MO
04/03/1995 - 10/22/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IL
06/24/1992 - 04/07/1995
RODMAN & RENSHAW INC. (CHICAGO IL)
BOTH
Issued 02/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/1993
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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