Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Wheeler is a financial professional with over 30 years of experience in the industry. Edward currently works at Stifel, Nicolaus & Company, Inc. in Bethesda, MD. Edward has a broad range of experience, having worked with clients in multiple states including Maryland, Virginia, California, and others. Edward has held positions at several firms including MLV & CO. LLC, B. RILEY FBR, INC., and FBR CAPITAL MARKETS & CO.. Edward is a highly qualified professional, holding multiple licenses and certifications, including Series 7, 63, 24, 53, 65, 79, and SIE.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
03/29/2018 - Present
Stifel, Nicolaus & Company, Inc. (BETHESDA MD)
VA
04/06/2017 - 03/27/2018
MLV & CO. LLC (Arlington VA)
CA
09/25/2012 - 03/27/2018
B. RILEY FBR, INC. (LOS ANGELES CA)
VA
01/27/2009 - 12/31/2011
FBR INVESTMENT SERVICES, INC. (ARLINGTON VA)
VA
03/08/1990 - 12/31/2011
FBR CAPITAL MARKETS & CO. (ARLINGTON VA)
IA
Issued 10/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/16/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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