Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward J. Pavel is a financial advisor at Wells Fargo Clearing Services, LLC, with over 25 years of experience in the financial services industry. Edward has a strong track record of helping clients achieve their financial goals. Edward holds Series 7 and 66 licenses and is registered in several states. Edward has experience working with individuals, families, businesses, and institutions. Edward is committed to providing personalized financial advice and guidance to help clients make informed decisions about their investments.
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
NC
11/29/2022 - Present
Wells Fargo Clearing Services, LLC (RALEIGH NC)
WA
07/16/2018 - 04/14/2022
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
OH
04/25/2016 - 06/19/2018
CITIZENS SECURITIES, INC. (AKRON OH)
OH
01/14/2014 - 05/02/2016
FIFTH THIRD SECURITIES, INC. (MEDINA OH)
OH
08/03/2012 - 12/23/2013
AXA ADVISORS, LLC (AKRON OH)
NY
03/10/2005 - 12/20/2006
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
06/26/1995 - 03/26/2001
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
04/13/1993 - 07/07/1995
CREDIT AGRICOLE SECURITIES INC. (NEW YORK NY)
NY
07/29/1988 - 07/07/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/23/1985 - 07/13/1988
THOMSON MCKINNON SECURITIES INC.
BOTH
Issued 05/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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