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 advisor with Cetera Investment Advisers LLC and Vicus Capital, Inc. Edward has been working in the financial services industry since 1982. Edward has a wide range of experience and expertise, including financial planning, pension consulting, and portfolio management for individuals and businesses. Edward has also been registered as an independent insurance agent since 1976, selling disability, fixed annuities, life, accident, health, long-term care, and other insurance products.
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
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 07/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/24/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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