Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Walterhouse is a financial advisor at Ameriprise Financial Services, LLC, with over 30 years of experience in the financial services industry. Edward has held registrations with several firms, including Merrill Lynch, UBS Financial Services Inc., and Citigroup Global Markets Inc. He holds Series 7, Series 63, and Series 65 licenses. Edward provides financial planning and investment advice to individuals, families, businesses, and institutions. He is also a member of the Board of Directors for Walterhouse. Edward is committed to providing his clients with personalized and comprehensive financial advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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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MI
08/09/2019 - Present
Ameriprise Financial Services, LLC (Grand Blanc MI)
MI
07/11/2008 - 08/12/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND BLANC MI)
MI
05/16/2008 - 07/03/2008
UBS FINANCIAL SERVICES INC. (FLINT MI)
MI
07/31/1993 - 06/05/2008
CITIGROUP GLOBAL MARKETS INC. (FLINT MI)
NY
05/22/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 11/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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