Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Louis Neveleff is a financial advisor associated with Enroute Wealth Management, LLC. Edward has been in the industry for over 10 years, holding various positions at financial institutions like CUNA Brokerage Services, Inc., CUSO Financial Services, L.P., and AXA Advisors, LLC. Edward has passed both the Series 7 and Series 66 exams. In addition to being a financial advisor, Edward is also the owner of Senior Insurance Services, providing insurance services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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MD
01/06/2024 - Present
Enroute Wealth Management, LLC (Gaithersburg MD)
VA
03/19/2019 - 08/22/2019
CUNA BROKERAGE SERVICES, INC. (Alexandria VA)
MD
06/16/2011 - 03/06/2019
CUSO FINANCIAL SERVICES, L.P. (OXON HILL MD)
MD
10/22/2010 - 04/07/2011
AXA ADVISORS, LLC (COLUMBIA MD)
BOTH
Issued 11/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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