Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Thiessen is a financial advisor at Global View Capital Management LLC. Edward has been in the financial services industry for over 40 years. Edward holds a Series 7, 24 and 63 license and is a Certified Financial Planner. Edward is also a registered investment advisor in Oklahoma and Texas. Edward provides financial planning and portfolio management services to individuals, families, and businesses. Edward has a strong track record of success in helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
09/25/2023 - Present
Global View Capital Management LLC (WAUKESHA WI)
OK
11/21/2012 - 09/28/2023
ONEAMERICA SECURITIES, INC. (Edmond OK)
OK
09/27/1994 - 12/19/2012
PROEQUITIES, INC. (EDMOND OK)
NE
05/22/1992 - 11/02/1994
SECURITIES AMERICA, INC. (LAVISTA NE)
AL
02/05/1991 - 05/28/1992
PROTECTIVE EQUITY SERVICES, INC. (BIRMINGHAM AL)
TX
11/27/1990 - 02/11/1991
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
CA
03/06/1987 - 12/05/1990
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
CA
05/16/1985 - 12/05/1990
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
NA
07/21/1983 - 04/29/1985
BNL SECURITIES INC.
BC
Issued 08/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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