Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Wooten is a registered representative with City National Securities, Inc. Edward has been in the securities industry since May 3, 2009. Edward has experience in Investment Banking, Securities, and Financial Planning. Edward holds Series 7, 79, and SIE licenses and has also passed the Series 63 exam.
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.
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.
A percentage of the total value of assets under management is charged.
Mutual fund fees, broker fees & transaction fees
1
2
CA
08/20/2021 - Present
City National Securities, Inc. (Los Angeles CA)
FL
10/28/2011 - 06/01/2021
U.S. BANCORP INVESTMENTS, INC. (ORLANDO FL)
GA
01/02/2003 - 09/14/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
BC
Issued 02/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/31/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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