Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Purvis is a financial advisor with Wells Fargo Clearing Services, LLC. Edward has been in the financial services industry since 1981. Edward is registered to provide investment advice in 26 states. Edward is also a Certified Financial Planner. Wells Fargo Clearing Services, LLC is a full-service brokerage firm that provides investment services to individuals, corporations, and institutions. The firm has offices nationwide and manages over $500 billion in assets.
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.
Investment consulting services to institutional clients
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.
1
2
PA
07/24/2014 - Present
Wells Fargo Clearing Services, LLC (DOYLESTOWN PA)
PA
06/15/1988 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HORSHAM PA)
NA
05/24/1988 - 06/22/1988
HIBBARD BROWN & CO., INC.
NA
02/02/1987 - 05/31/1988
SHERWOOD CAPITAL, INC.
NA
02/23/1981 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
BC
Issued 04/24/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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