Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Folisi is a financial advisor who has been in the industry for over 35 years. Edward is currently registered with UBS Financial Services Inc. and has previously worked for Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Morgan Stanley DW Inc., and IRI Securities Corporation. Edward is licensed in multiple states including Minnesota, Texas, California, Colorado, Florida, Idaho, Illinois, Iowa, Kansas, Michigan, Montana, Nevada, New Jersey, North Carolina, Ohio, Oregon, South Carolina, Virginia, Washington, and Wisconsin. Edward specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Edward is committed to helping clients 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MN
09/19/2012 - Present
UBS Financial Services Inc. (BLOOMINGTON MN)
MN
01/03/2011 - 11/04/2011
WELLS FARGO ADVISORS, LLC (BLOOMINGTON MN)
MN
09/04/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BLOOMINGTON MN)
NY
02/16/1990 - 09/04/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
10/24/1985 - 05/15/1989
IRI SECURITIES CORPORATION
IA
Issued 11/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1990
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Edward Folisi is the right advisor for you? Invested Better is here to help.
