Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Brownstein is a financial advisor with Creative Planning. Edward has been in the industry for over 15 years. Edward holds Series 6, 7, 9, 10, 63 and 65 securities licenses, as well as the SIE exam. Edward specializes in working with high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Edward's office is located in Overland Park, KS.
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.
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2
KS
05/19/2015 - Present
Creative Planning (OVERLAND PARK KS)
TX
06/13/2014 - 06/18/2015
SCOTTRADE, INC. (DALLAS TX)
FL
01/17/2007 - 06/04/2014
TD AMERITRADE, INC. (TAMPA FL)
TX
02/08/2005 - 10/30/2006
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 04/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/28/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/18/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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