Unclaimed
Edward Vela is a financial professional with over 15 years of experience in the industry. He has worked with multiple well-known firms such as J.P. Morgan Securities LLC, Merrill Lynch, and Cetera Advisor Networks LLC. Edward is currently registered with Zero Day Capital Enterprises LLC and holds the Series 7, 63, 66, and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
10/28/2024 - Present
Zero DAY Capital Enterprises LLC (Arleta CA)
CA
09/20/2019 - 05/01/2020
CETERA ADVISOR NETWORKS LLC (SAN RAMON CA)
CA
06/25/2018 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (SAN RAMON CA)
CA
10/01/2012 - 05/04/2018
J.P. MORGAN SECURITIES LLC (SAN RAMON CA)
CA
01/08/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN RAMON CA)
CA
04/08/2008 - 12/18/2009
U.S. BANCORP INVESTMENTS, INC. (SAN RAMON CA)
CA
05/01/2007 - 11/05/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
BC
Issued 05/18/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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