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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Martin Wenger is a financial advisor with over 25 years of experience. Edward currently works with Raymond James Financial Services Advisors, Inc. and has previously worked with Wells Fargo Advisors, LLC and First Union Brokerage Services, Inc. Edward is registered with both FINRA and the state of Florida as a Registered Representative and Investment Advisor Representative. Edward is a licensed securities professional and holds the Series 6, 7, 9, 10, 63, and 65 licenses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
11/04/2015 - Present
Raymond James Financial Services Advisors, Inc. (MIAMI FL)
FL
10/01/2000 - 10/20/2015
WELLS FARGO ADVISORS, LLC (MIAMI FL)
NC
05/03/1994 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
04/11/1991 - 05/03/1994
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BC
Issued 09/07/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/14/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/10/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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