Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward L. Williamson is a financial advisor at Wells Fargo Clearing Services, LLC. Edward has been in the financial services industry for over 35 years. He is registered to provide investment advice in several states, including North Carolina, California, Florida, Georgia, and Illinois. Edward has a strong background in investment management and financial planning. He is committed to providing his clients with personalized financial advice and investment strategies that meet their individual needs and goals. Edward is a Series 7 and Series 66 licensed registered representative.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (WILMINGTON NC)
NC
10/22/1986 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WILMINGTON NC)
BOTH
Issued 05/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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