Unclaimed
Edward Reitzes is an investment advisor representative with Cetera Investment Advisers LLC. He has been in the industry since 1994 and has a diverse background in financial services. Edward has worked for several firms, including Lincoln Financial Advisors Corporation and Cigna Financial Advisors, Inc. Edward is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in Kansas, Missouri, and Pennsylvania. He holds the Series 6, Series 7, Series 63, and Series 65 licenses. Edward provides a range of financial services to individuals and businesses, including financial planning, portfolio management, and pension consulting.
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.
1
2
KS
03/21/2024 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
KS
06/01/1998 - 07/11/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (OVERLAND PARK KS)
IN
10/31/2001 - 04/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
04/21/1994 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 12/7/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 4/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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