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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 Whitney is a financial advisor who has been in the industry since September 2008. Edward is currently registered as an Investment Advisor Representative with Fisher Investments in Texas and Washington. Edward is licensed to offer financial advice to high net worth individuals, other investment advisors, pooled investment vehicles, insurance companies, charitable organizations, investment companies, corporations and other businesses, state or municipal government entities, pension and profit sharing plans, and individuals other than high net worth.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
06/21/2011 - Present
Fisher Investments (CAMAS WA)
IA
Issued 06/20/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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