Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Michael Botelho is a registered investment advisor representative with Creativeone Wealth, LLC. Edward has been in the financial services industry since 2016. Edward is registered in both Massachusetts and Rhode Island. Edward has a Series 6, Series 7TO, Series 63, and Series 66 license. Edward also owns and operates WealthMax Financial Group, a financial planning firm, and Coggeshall LLC, a rental property company.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
A percentage of the total value of assets under management is charged.
Sub-adviser fees/solicitor fees
1
2
KS
05/17/2024 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
RI
07/15/2022 - 08/09/2022
SECURITIES AMERICA, INC. (WARREN RI)
MA
08/30/2021 - 04/21/2022
SECURIAN FINANCIAL SERVICES, INC. (Braintree MA)
RI
12/05/2018 - 08/10/2021
MML INVESTORS SERVICES, LLC (EAST PROVIDENCE RI)
RI
12/19/2016 - 11/19/2018
NYLIFE SECURITIES LLC (JOHNSTON RI)
BOTH
Issued 12/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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