Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Kramer Dare is a financial professional with over 40 years of experience in the industry. Edward has a broad range of experience and registrations including series 6, 7, 24, 26, 63, and 65 licenses. Edward's experience includes previous roles at Walnut Street Securities, Inc., Tower Square Securities, Inc., 1717 Capital Management Company, Pruco Securities Corporation, and The Prudential Insurance Company of America. Edward is currently registered as a Registered Representative with Cetera Investment Advisers LLC, and as an Investment Advisor Representative with Vicus Capital, Inc. Edward is a Chartered Financial Consultant and provides financial planning services, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
SANIBEL, FL
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.
1
2
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (SANIBEL FL)
PA
09/05/2001 - 09/03/2013
WALNUT STREET SECURITIES, INC. (STATE COLLEGE PA)
PA
08/11/2011 - 12/21/2012
TOWER SQUARE SECURITIES, INC. (STATE COLLEGE PA)
DE
08/18/1997 - 08/29/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NJ
08/26/1982 - 04/09/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/22/1982 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 11/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/25/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/24/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 4/21/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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