Unclaimed
Edward Wirwille is an Investment Advisor Representative with Wealthcare Capital Management LLC, based in Richmond, Virginia. Edward has been in the industry since 1988 and is registered with the state of Virginia. Edward also holds Series 3, 7, and 63 securities licenses, as well as the Series 65 Investment Adviser Representative license. Edward is also a Certified Financial Planner. Edward has experience working with individuals, corporations, charities and trusts.
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.
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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2
VA
06/23/2008 - Present
Wealthcare Capital Management LLC (RICHMOND VA)
MO
12/14/2006 - 12/20/2007
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IN
07/11/2001 - 12/15/2005
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
07/11/2001 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
MO
11/02/2000 - 06/25/2001
FIRST CLEARING CORPORATION (ST. LOUIS MO)
NC
12/05/1997 - 01/14/1999
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NY
07/31/1993 - 12/10/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
04/21/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
11/09/1988 - 01/30/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
11/09/1988 - 01/30/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
05/25/1988 - 10/11/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
05/25/1988 - 10/11/1988
IDS LIFE INSURANCE COMPANY
IA
Issued 02/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/1992
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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