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Edward Karels

Wells Fargo Securities, LLC

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About Edward Karels

Edward Karels is a financial professional with over 10 years of experience in the financial services industry. Edward is currently registered with Wells Fargo Securities, LLC. Edward has passed the Series 7, Series 7TO, and SIE exams. Edward has been registered with the Financial Industry Regulatory Authority (FINRA) for over 10 years. Edward has worked for Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC, in the past.

Firm Information

Edward Karels is currently registered with Wells Fargo Securities, LLC. Wells Fargo Securities, LLC is a Limited Liability Company formed in March 2003. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

1,325

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Edward Karels’s Registration & Firm History

MN

04/19/2022 - Present

Wells Fargo Securities, LLC (MINNEAPOLIS MN)

MN

01/03/2011 - 04/11/2013

WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)

MN

09/29/2009 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 04/19/2022

Series 7TO - General Securities Representative Examination

BC

Issued 05/28/2021

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Edward Karels.
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