Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Hendricks is a financial advisor with over 24 years of experience in the industry. Edward is currently registered with Osaic Wealth, Inc., a firm with offices in Folsom, CA and Reno, NV. Edward has a strong background in investment advising, and provides services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Edward also holds the Series 6, Series 63, and Series 65 licenses.
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.
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2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (FOLSOM CA)
NV
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (RENO NV)
NV
11/10/1999 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (RENO NV)
IN
09/13/1999 - 11/10/1999
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 09/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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