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Edward John Wells

NBC Securities, Inc.

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About Edward John Wells

Edward Wells is a registered representative with NBC Securities, Inc. with over 25 years of experience in the financial industry. Edward holds a Series 7 and a Series 63 license, and is also a registered investment advisor with a Series 65 license. Edward has extensive experience in providing financial planning, pension consulting, and portfolio management services to both individuals and businesses. Edward is committed to helping clients reach their financial goals.

Firm Information

Edward Wells is currently registered with NBC Securities, Inc.. NBC Securities, Inc. is a corporation headquartered in Birmingham, Alabama, that has been in operation since March 13, 1986. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $1 billion to $10 billion in assets and has a presence in all 50 states and the District of Columbia.
NBC Securities, Inc.

1927 FIRST AVENUE NORTH

BIRMINGHAM, AL 35203

$1.72B

Assets Under Management

100

Total Clients

83

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Wells’s Registration & Firm History

NY

01/31/2023 - Present

NBC Securities, Inc. (MASSAPEQUA NY)

NY

03/26/2010 - 07/23/2015

JHS CAPITAL ADVISORS, LLC (MASSAPEQUA NY)

NY

07/15/2005 - 03/29/2010

GUNNALLEN FINANCIAL, INC (PLAINVIEW NY)

NY

06/04/2002 - 08/08/2005

KIRLIN SECURITIES INC. (SYOSSET NY)

NY

06/05/2000 - 07/02/2002

INVESTEC ERNST & COMPANY (NEW YORK NY)

NY

11/24/1997 - 06/06/2000

CAMBRIDGE CAPITAL, LLC (GARDEN CITY NY)

NY

10/08/1997 - 12/02/1997

IAR SECURITIES CORP. (NEW YORK NY)

NY

06/06/1997 - 11/10/1997

ASH & CO. INCORPORATED (GREAT NECK NY)

NY

04/21/1997 - 06/06/1997

H.J. MEYERS & CO., INC. (ROCHESTER NY)

NJ

11/18/1996 - 04/18/1997

INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)

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Licenses & Designations

IA

Issued 10/11/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/03/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward John Wells.
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