Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Winslow is a financial advisor with Western International Securities, Inc. Edward has been in the financial services industry since 1981 and has a wide range of experience in investment planning, financial planning, insurance sales and real estate. Edward has been registered with Western International Securities, Inc. since 2017. Prior to that, Edward was a financial advisor with Financial West Group from 2003 to 2017, and also worked with Walnut Street Securities, Inc., First Affirmative Financial Network, Inc., Anchor National Financial Services, Inc., and Waddell & Reed, Inc. Edward holds licenses for Series 4, 6, 7, 22, 24, 3, 63 and 65. Edward is committed to providing his clients with the highest level of service and expertise.
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
OR
08/21/2017 - Present
Western International Securities, Inc. (Central Point OR)
OR
01/06/2003 - 08/21/2017
FINANCIAL WEST GROUP (CENTRAL POINT OR)
CA
01/02/1990 - 12/31/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
02/11/1987 - 01/02/1990
FIRST AFFIRMATIVE FINANCIAL NETWORK, INC.
NA
07/19/1982 - 09/29/1986
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
10/30/1980 - 08/12/1982
WADDELL & REED, INC.
IA
Issued 12/02/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/1997
Series 4 - Registered Options Principal Examination
BC
Issued 04/23/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1987
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1980
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/21/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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