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 Twele is a financial advisor with Osaic Wealth, Inc. Edward has been in the financial services industry since June 24, 1985. Edward holds a Series 6, 7, 24, 26, 55, and 63 license. Edward is also a Chartered Financial Consultant. Edward has worked at Woodbury Financial Services, Inc. and Next Financial Group, Inc. Edward's office is located at 14 WEST DRY CREEK CIRCLE in LITTLETON, Colorado.
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
CO
01/19/2024 - Present
Osaic Wealth, Inc. (LITTLETON CO)
CO
07/10/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LITTLETON CO)
CO
07/29/2005 - 07/10/2018
NEXT FINANCIAL GROUP, INC. (GOLDEN CO)
CO
07/07/2004 - 08/01/2005
J. SCOTT SECURITIES CORP. (GOLDEN CO)
NY
08/13/2003 - 03/12/2004
TERRA NOVA TRADING, L.L.C. (NEW YORK NY)
IL
05/23/2000 - 10/16/2001
MARKET WISE SECURITIES, INC. (CHICAGO IL)
KS
08/25/1999 - 06/08/2000
WADDELL & REED, INC. (OVERLAND PARK KS)
NJ
05/02/1983 - 08/20/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 11/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 03/30/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/18/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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