Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Joseph Brezenski is a financial advisor with Wells Fargo Clearing Services, LLC. Edward has been in the financial services industry for 20 years. Edward holds Series 6, 7, 63, and 66 securities licenses. Edward has earned the Certified Financial Planner designation. Edward is registered to provide advisory services in Arizona, California, Colorado, Florida, Georgia, Illinois, Iowa, Massachusetts, Minnesota, Missouri, Nebraska, New York, Ohio, Puerto Rico, Texas, and Washington. Edward has experience working at several firms, including Wells Fargo Investments, LLC, BANCWEST INVESTMENT SERVICES, INC., INVEST FINANCIAL CORPORATION, and AMERITAS INVESTMENT CORP. In addition to Edward's role at Wells Fargo Clearing Services, LLC, Edward also owns ELKHORN WEALTH MANAGEMENT LLC.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NE
06/17/2024 - Present
Wells Fargo Clearing Services, LLC (OMAHA NE)
NE
11/03/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (OMAHA NE)
NE
08/12/2006 - 10/30/2008
BANCWEST INVESTMENT SERVICES, INC. (BELLEVUE NE)
NE
02/02/2005 - 08/12/2006
INVEST FINANCIAL CORPORATION (BELLEVUE NE)
NE
06/09/2003 - 02/16/2005
AMERITAS INVESTMENT CORP. (LINCOLN NE)
BOTH
Issued 07/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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