Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Jonathon Lebeau is a financial advisor at Dynamic Wealth Advisors with over 22 years of experience in the financial services industry. Edward has worked with a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Edward is licensed in California and Arizona and is committed to providing clients with personalized financial advice and planning services. Edward was previously employed at Charles Schwab & Co., Inc. in Brea, CA, and American Express Financial Advisors Inc. in Minneapolis, Minnesota.
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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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AZ
07/11/2016 - Present
Dynamic Wealth Advisors (PHOENIX AZ)
CA
02/06/1996 - 07/14/2016
CHARLES SCHWAB & CO., INC. (BREA CA)
MN
05/25/1994 - 02/15/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/25/1994 - 02/15/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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