Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Wettig is a financial advisor with over 20 years of experience in the industry. Edward is currently registered with Planmember Securities Corp. and has previously been associated with Royal Alliance Associates, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Morgan Stanley DW Inc. Edward holds Series 31, 7, and 66 licenses and the SIE exam. Edward is a Certified Financial Planner® professional. Edward's current firm, Planmember Securities Corp., is a Registered Investment Advisor with approximately 69,347 client accounts and over $8.2 Billion in assets under management. Edward's firm offers a range of investment services including financial planning, portfolio management, and pension consulting.
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.
Provides investment supervisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
01/03/2022 - Present
Planmember Securities Corp. (CARPINTERIA CA)
OR
06/08/2012 - 01/04/2022
ROYAL ALLIANCE ASSOCIATES, INC. (BEND OR)
OR
06/01/2009 - 06/14/2012
MORGAN STANLEY SMITH BARNEY (BEND OR)
OR
03/18/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BEND OR)
NY
08/24/1999 - 03/21/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/01/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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