Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Wilson is a financial advisor with over 40 years of experience in the industry. Edward is a registered representative with Stratos Wealth Partners, Ltd. and provides investment advisory services through this firm. Edward has experience with various investment products and services. Edward specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
Percentage of assets under management with third party managers
1
2
OH
03/23/2016 - Present
Stratos Wealth Partners, Ltd. (HUDSON OH)
OH
06/01/2009 - 04/14/2010
MORGAN STANLEY SMITH BARNEY (PEPPER PIKE OH)
OH
08/08/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PEPPER PIKE OH)
NJ
08/27/1993 - 08/28/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
10/01/1979 - 09/02/1993
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
09/26/1978 - 11/09/1979
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
11/20/1975 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 02/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 11/15/1975
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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