Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Kreppein is a financial advisor at Stephens. Edward has over 20 years of experience in the financial services industry, specializing in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Edward has held positions at various firms, including WELLS FARGO SECURITIES, LLC, PIPER JAFFRAY & CO., and KEEFE, BRUYETTE & WOODS, INC. Edward holds Series 7, Series 63, Series 99TO, and SIE licenses.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
05/22/2023 - Present
Stephens (CHARLOTTE NC)
NC
04/25/2014 - 05/24/2023
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
NY
07/24/2012 - 04/29/2014
PIPER JAFFRAY & CO. (NEW YORK NY)
NY
03/06/2008 - 07/25/2012
KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)
NY
10/16/2007 - 03/03/2008
COHEN & COMPANY SECURITIES, LLC (NEW YORK NY)
NY
02/04/2002 - 07/10/2007
KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)
NY
08/01/2000 - 09/24/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
OH
02/18/2000 - 07/05/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BC
Issued 10/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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