Unclaimed
Edward Harold Oudenne is a financial advisor with over 30 years of experience in the financial services industry. Edward is currently registered with Osaic Wealth, Inc. in Pennsylvania. Edward previously worked at Securities America, Inc., H. Beck, Inc., and LPL Financial LLC. Edward is dedicated to providing personalized financial advice to help clients reach their financial goals. Edward holds Series 6, Series 26, and Series 63 licenses as well as the SIE.
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.
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
PA
06/14/2024 - Present
Osaic Wealth, Inc. (YARDLEY PA)
PA
07/09/2020 - 06/14/2024
SECURITIES AMERICA, INC. (YARDLEY PA)
PA
06/26/2013 - 07/01/2020
H. BECK, INC. (YARDLEY PA)
PA
12/19/2003 - 05/08/2013
LPL FINANCIAL LLC (YARDLEY PA)
TX
09/30/1992 - 12/19/2003
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BC
Issued 09/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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