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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward John Planas is a financial advisor at Wells Fargo Clearing Services, LLC. Edward John Planas has been in the financial services industry since July 1, 2012. Edward John Planas has a Series 7, Series 6, Series 63, and Series 66 securities licenses and is registered with the state of Florida. Edward John Planas is also a Registered Investment Advisor (RIA) in the state of Florida. Edward John Planas is a member of the Financial Industry Regulatory Authority (FINRA). Edward John Planas is a member of the Securities Investor Protection Corporation (SIPC). Edward John Planas specializes in providing financial planning, portfolio management, and investment consulting services to institutional clients. Edward John Planas is also a registered representative of Wells Fargo Clearing Services, LLC.
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
FL
10/11/2021 - Present
Wells Fargo Clearing Services, LLC (MIAMI FL)
BOTH
Issued 12/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/29/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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