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 Clewell is a financial advisor at Raymond James Financial Services Advisors, Inc., with a focus on providing comprehensive financial planning and investment management services to a wide range of clients. Edward has over 20 years of experience in the financial industry. Edward has been a registered representative since 1998 and is also a registered investment advisor. He holds both Series 6 and 7 securities licenses, as well as Series 63 and 65 licenses. Edward is committed to building lasting relationships with his clients and providing them with personalized advice and guidance.
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
PA
03/02/2020 - Present
Raymond James Financial Services Advisors, Inc. (BETHLEHEM PA)
PA
05/03/2010 - 02/26/2020
GIRARD INVESTMENT SERVICES, LLC (ALLENTOWN PA)
PA
10/01/2000 - 12/31/2009
WELLS FARGO ADVISORS, LLC (ALLENTOWN PA)
NC
06/02/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 04/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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