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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 Michael Wetzel is an investment advisor representative with Cambridge Investment Research Advisors, Inc. in Noblesville, Indiana. Edward has been in the securities industry since October 22, 2001. Edward has passed the Series 6, Series 63, and Series 65 exams. Edward also holds the Securities Industry Essentials (SIE) exam. Prior to joining Cambridge, Edward was a registered representative with Lincoln Financial Securities Corporation and Woodbury Financial Services, Inc.
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.
Solicitation fees from 3rd party money managers
1
2
IN
02/24/2022 - Present
Cambridge Investment Research Advisors, Inc. (Noblesville IN)
IN
08/10/2012 - 08/21/2020
LINCOLN FINANCIAL SECURITIES CORPORATION (NOBLESVILLE IN)
IN
04/01/2008 - 08/16/2012
WOODBURY FINANCIAL SERVICES, INC. (NOBLESVILLE IN)
IN
10/23/2001 - 04/02/2008
GENWORTH FINANCIAL SECURITIES CORPORATION (NOBLESVILLE IN)
IA
Issued 10/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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