Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Mckay Felt is a financial professional with over 29 years of experience in the securities industry. Edward is currently registered with Charles Schwab & CO., Inc. and has previously been registered with USAA INVESTMENT MANAGEMENT COMPANY, USAA FINANCIAL ADVISORS, INC., ADVISORS ASSET MANAGEMENT, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, FIDELITY BROKERAGE SERVICES, INC., HELIX SECURITIES, INC., and THE STUART-JAMES COMPANY, INCORPORATED. Edward has a series of industry licenses including Series 4, Series 7, Series 9, Series 10, Series 63, and Series 65. Edward is also a Chartered Financial Consultant.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
05/28/2020 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
07/27/2018 - 05/24/2020
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
07/29/2016 - 07/30/2018
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
05/28/2008 - 08/18/2015
ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)
TX
03/06/1996 - 05/29/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
RI
05/21/1991 - 02/14/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
UT
02/15/1991 - 04/30/1991
HELIX SECURITIES, INC. (SALT LAKE CITY UT)
CO
11/23/1990 - 12/04/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 03/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/24/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/05/1993
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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