Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Flanagan is a financial advisor at Wells Fargo Advisors Financial Network, LLC in Melbourne, Florida. Edward has been in the financial industry since April 1996. Edward has a wide range of experience in the financial industry, including working as a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Edward is a registered representative in Florida and Texas. Edward is also registered as an investment advisor in Florida and Texas.
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
FL
04/21/2021 - Present
Wells Fargo Advisors Financial Network, LLC (MELBOURNE FL)
FL
04/03/1996 - 04/23/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKLEDGE FL)
BOTH
Issued 01/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/15/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Edward Flanagan is the right advisor for you? Invested Better is here to help.
