Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Wren is a financial professional with over 29 years of experience in the industry. Edward is a registered representative of Charles Schwab & Co., Inc. in Lone Tree, CO. Edward has held previous positions with E*TRADE SECURITIES, INC., FIMCO SECURITIES GROUP, INC. and FIRST INVESTORS CORPORATION. Edward is licensed in 52 states and holds the Series 6, 7, 9, 10, 63 and SIE licenses. Edward specializes in Financial Planning.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
10/29/1997 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NJ
02/09/1996 - 09/30/1997
E*TRADE SECURITIES, INC. (JERSEY CITY NJ)
WI
05/01/1995 - 08/11/1995
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
NJ
03/28/1994 - 03/29/1995
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 04/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/05/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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