Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Jordan Wertz is a financial advisor with Global Retirement Partners LLC. Edward has been in the financial services industry for over 10 years and is registered in 13 states, including Utah and Texas. Edward is a Series 66 and Series 7TO licensed professional. Edward specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and high-net-worth clients. Edward's firm, Global Retirement Partners LLC, is an independent investment advisor firm with offices in Salt Lake City, UT and SAN RAFAEL, CA. The firm provides investment advisory services to a wide range of clients, including individuals, families, businesses, and retirement plans. Global Retirement Partners LLC is committed to providing its clients with personalized investment advice and services designed to help them achieve their financial goals.
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.
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.
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UT
10/27/2020 - Present
Global Retirement Partners LLC (Salt Lake City UT)
BOTH
Issued 10/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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